New: Bespoke Video Explainers
Explain anything to your clients, in your own words
Our studio makes short, branded video explainers for your clients, delivered through Money Alive Office.
Animated example of an explainer in the brand of Woolfox Financial Planning, an illustrative firm. It moves through the welcome, why combining pensions can help, the flip side, next steps and a recap question.
Award-winning technology
- 2025European Pensions AwardsTechnology Provider of the Year
- 2025PMI Pinnacle AwardsImpact on Retirement Planning Excellence
- 2021Professional Adviser AwardsBest Technology Provider
How it works
Four moments in every explainer
Each explainer runs for up to 3 minutes during the introductory offer, in your colours and your logo.
- 1
Welcome
A presenter, chosen from our range, introduces your subject.
- 2
Key learning points
Your messaging, chapter by chapter, in your tone of voice.
- 3
Next steps
Your call to action, defined by you, like booking a review.
- 4
Recap
An optional recap that checks and lifts your client's understanding.
All captured in your Money Alive Office account
Sent, chapters completed, every recap answer and next steps clicked, on your client report.
Consumer Duty
Understanding you can evidence
Every explainer generates a client report in Money Alive Office, ready for your file.
- Proof it was sent and completed
- Every recap answer, right and wrong
- Whether your client clicked your next steps
Sam Taylor
Recap
Ideas
What can we make for you?
Tell us what you need explained and our studio makes it. Typical examples:
Annual review preparation
Explaining company processes
Introducing your company or your team
The importance of financial advice
Frequently asked questions
Financial planning topics
Preparing for, or thinking about, retirement
Anything else you need to explain
How we make it
We make it for you
You tell us what you need. The Money Alive studio team writes, designs and produces your video.
- 01
Your instructions
You choose the subject, the messaging and a presenter, and can suggest script ideas.
- 02
Script and storyboard
Our studio writes it and you help shape the wording. Revision round one.
- 03
Production
We build your branded explainer. Revision round two.
- 04
Live
Ready in your Money Alive Office account to share.
Typical turnaround once we have your instructions. We reserve the right to take up to 6 weeks. Changes beyond the two revision rounds are chargeable.
Order
Order now at the introductory price
- Script, storyboard and production by our studio
- Two rounds of revisions
- Your branding and call to action
- Optional recap, tracking and client reporting
- Hosted for the lifetime of your subscription
Invoiced upfront. Requires a paid Money Alive Office subscription, billed at least monthly at £95 + VAT per calendar month.
FAQs
Your questions, answered
Who can buy it?
Money Alive Office customers only.
What does it cost?
£995 + VAT per video, invoiced upfront. This is an introductory price, available for a limited period.
How long is it?
Up to 3 minutes during the introductory pricing.
How quickly is it made?
Typically 2 weeks from your instructions. We reserve up to 6 weeks.
How many changes?
Two revision rounds. Further changes are chargeable.
Will it match our brand?
Mostly. It uses your logo and colours, and the rest comes from our template and design system, so an exact match isn't guaranteed.
Can we pick the presenter?
Yes, from our range, which may change over time.
Can we write or shape the script?
Yes. Throughout the process you can suggest script ideas and help shape the wording, including how you describe your own process or approach.
What can it be about?
A subject of your choosing. We may decline any topic.
How can we share it?
Four ways. Money Alive Office, web forms and our single sign-in forms all capture evidence. Public links on your website and third-party sites capture none.
Can we use it for prospecting without collecting data?
Yes. Use a public link: no form or sign-in is needed, and no evidence or recap results are captured.
What is the recap?
An optional check of understanding, shown on your report.
Any viewing limits?
Fair usage of 10,000 views a month. Links pause beyond 110,000.
Does it work with Intelliflo?
Intelliflo is out of scope for this offer.
What if we leave?
Your explainer's links stop working when your account closes. Only the intellectual property in the script persists.
Terms
Terms and conditions
Read all 17 terms
- Eligibility. Bespoke Video Explainers are only available to customers with a paid Money Alive Office subscription.
- Price. The introductory price is £995 + VAT per video.
- Payment. The work is billable and invoiced upfront.
- Subscription. The customer must maintain a paid Money Alive Office subscription, billed at least monthly, at £95 + VAT per calendar month.
- Production. Content is produced by the Money Alive studio team. During the introductory offer, each explainer is up to 3 minutes long.
- Turnaround. Typical turnaround is 2 weeks once we have your instructions. Money Alive reserves the right to take up to 6 weeks.
- Revisions. Two rounds of revisions are included: one at the script and storyboard stage, one at the production stage. Further changes are chargeable.
- Style. The presentation style is mapped to the Money Alive video explainer templating system.
- Graphics. Graphics are chosen from the Money Alive template and design system. Money Alive cannot guarantee that graphics will match the customer's brand guidelines perfectly or closely.
- Presenters. The customer chooses from the available presenters. Money Alive reserves the right to change the presenters from time to time.
- Player. Experiences are delivered via the Money Alive video explainer player technology, which Money Alive reserves the right to update from time to time.
- Topics. Money Alive reserves the right to reject production of certain topics on any grounds.
- Messaging. The customer takes full responsibility for the messaging.
- Availability. The explainer is available in the customer's Money Alive Office account for the lifetime of their subscription.
- Decommissioning. Video links will not work once the customer account is decommissioned. Only the intellectual property in the script persists after decommissioning.
- Fair usage. A fair usage limit of 10,000 views per calendar month applies. Links are paused beyond 110,000 views in a calendar month.
- Distribution. Explainers can be distributed through Money Alive Office, web forms and Money Alive single sign-in forms, which capture evidence of engagement, and via a publicly shareable link on the customer's website and third-party websites, which captures no evidence.
Your clients, your message, our studio
Watch the short video, then order your first explainer.