Concept explainers
Compound growth, inflation and diversification in plain language.
Financial advisors
Educational videos that keep you visible to clients and prospects
Advisors are trusted when they explain things clearly: what a pension transfer involves, how a tax-advantaged account works, why a rainy-day fund matters. A short video makes you easy to understand and easy to remember, but filming and compliance review both take time. Chitrio drafts the script from your notes, narrates it and adds captions, so your compliance process has a clear script to review before anything is published. Plain language is the goal: if a client could repeat the idea to a friend, the video has done its job.
Free trial to start · the cost is shown before every render
Straight answer: Financial promotions are regulated. Do not promise returns, give personalised advice in a public video or use testimonials where your regulator forbids them. Run every script through your firm's compliance review before it is rendered and posted.
How it works
- 1
Choose a general education topic
Pick a concept clients ask about, not a recommendation for a specific person.
- 2
Send the script for compliance
Share the draft script with your compliance team and edit until approved. Nothing is voiced until you choose.
- 3
Render, then publish with approved disclosures
Add your firm's required disclosure to the closing card and the caption.
- 4
Keep an approval record
Store the approved script and the final video together so you can show what was said if the regulator asks.
- 5
Add a clear next step
End with an invitation to a conversation, not a recommendation, such as booking an introductory call.
What people make with it
Seasonal reminders
Tax year deadlines, annual review reminders and contribution limits.
Client FAQ series
The ten questions you answer most, one per video.
Market commentary
General, non-advice commentary with a clear disclaimer.
By market
US advisors focus on retirement accounts and tax season, UK advisers on pensions and ISAs, Canadian advisors on registered accounts, and Australian advisers on superannuation.
Annual review invitation
A short note explaining what an annual review covers and how to book it.
Questions, answered
Can Chitrio give financial advice?
No. It drafts educational content. You are responsible for compliance.
Can I use a disclaimer?
Yes, put it in the script and on the closing card.
Will it keep my firm's branding?
Yes, with a saved logo and colours.
Is a voice that sounds human available?
Several narrator voices are available. Preview them and choose one that suits your firm.
Can I reuse one video in several markets?
Rules differ by country. Review each version for the market it will run in.