Financial advisor video marketing with AI, compliance first

Financial advisor video marketing with AI works as a steady series of short, captioned explainers, one general topic each, read by an avatar of the advisor or a stock presenter. The order that fits a regulated firm is: compliance approves the script, the approved words are rendered and put on screen exactly, and the finished video is reviewed again before anyone posts it.

The Sume facts below come from the Generate avatar video, Create new avatar, Avatar video previews and Video captions docs and Sume's Terms of Service, read on 2026-09-29. Points marked as current behavior are read from Sume's code.

What videos should a financial advisor make?

Pick topics you can explain the same way to every viewer, one per clip:

• Meet the advisor: background, who the practice serves, how to book a first meeting.
• How working together goes: the first meeting, what to bring, how often you review.
• One general concept per clip, such as what a Roth conversion is or how a beneficiary designation works, with no recommendation for any viewer.
• An invitation to a seminar or webinar, with the date and link on screen.
• Leave out performance figures, predictions and client testimonials unless your compliance team has approved them. What your firm may say is set by its regulators and its own policies; this post doesn't cover those rules.

How do I keep every word compliance-approved?

Render only the approved script, then check the output. Sume's terms say generated outputs may be inaccurate, should not be treated as professional advice, and that you are responsible for reviewing outputs before publication.

• Approve the look first: POST /v1/avatar-video-previews renders the first-frame still so you can check the framing before spending a full Avatar Video generation.
• Caption the speech in the approved words: on POST /v1/video-captions, script_text aligns the burned words to your script. Alignment can fail with script_alignment_mismatch or script_alignment_failed; check the speech against the approved script if it does.
• Put figures and disclosures on screen as exact text: cues with text, start and end skip speech-to-text and burn exactly that copy at those times. cues and script_text can't be sent together, so choose one per caption job.
• Review the burned text itself: in current code the default Latin style, slam, draws every word in capitals.
• In current code the caption job refuses a video over 60 seconds or one without an audio stream; a single spoken explainer meets both.

curl -X POST https://api.sume.com/v1/video-captions \
  -H "Authorization: Bearer $SUME_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: roth-explainer-cues-v3" \
  -d '{
    "video_url": "https://media.sume.com/artifacts/artf_demo/roth-explainer.mp4",
    "cues": [
      { "text": "What is a Roth conversion?", "start": 0, "end": 4 },
      { "text": "General education, not a recommendation.", "start": 4, "end": 9 }
    ]
  }'

Can I use an AI avatar of myself?

Yes, if you agree to it. Sume creates an avatar from a text prompt, profile traits or a reference photo; a photo of you or a colleague needs that person's permission, since the terms say you represent that you have permission to use any person's likeness or voice. Each clip is one script that Sume estimates at 4 to 60 seconds, in 16:9 for your site or 9:16 for short-form feeds, and 720p is the documented resolution. In current code the avatar speaks English only.

How much does financial advisor video marketing with AI cost?

The presenter is a one-time cost; each clip is billed per second of video at the quality you choose, from one prepaid balance.