The reason most advisory firms don't have a video cadence is compliance friction, not creative friction. Our workflow is built specifically to move through regulated review without drift.
We are not your compliance counsel. But we do produce video with regulated workflows baked in — so your compliance team reviews finished-form content, not cleanup.
US Registered Investment Advisers (RIAs)
Testimonials, endorsements, and hypothetical performance are flagged at the script stage. Required disclosures are pre-placed in the video and captions. Your compliance team approves both script and final cut before delivery; nothing goes live without dual sign-off.
US broker-dealers and their associated persons
Videos are classified per your compliance designation (retail or institutional communication). Pre-approval workflow is built into the delivery gate. Required disclosures and corporate logos are placed per your firm's template. We deliver in standard formats (MP4, SRT captions, text scripts) that your existing records-retention platform accepts for storage.
UK and EU investment firms, including asset managers and advisers
Risk warnings, past-performance disclaimers, and target-audience suitability statements are incorporated at the script stage for financial promotions. Fair, clear, and not misleading standard is the default framing.
Insurance producers, hybrid advisors
Product-specific language, guarantees, and illustrations are routed through your compliance lead. State-specific disclosures can be burned into the video or rendered as on-screen text for state-by-state variants.
Law firms, legal advisories
Jurisdictional attorney-advertising disclaimers, "prior results" standard language, and solicitor designations per state bar rules. Disclaimers are incorporated into the script based on your firm's filing jurisdictions — we work from your counsel's standard language, not our own.
Non-profits, education, health-adjacent orgs
We follow your internal consent and safeguarding policies. Footage identifying beneficiaries, students, or patients requires written consent on file. Anonymization (silhouettes, voice modulation, pseudonyms) handled in-house where required.
Every video runs through explicit script approval and final-cut approval. Your compliance team sees what will ship, not a fait accompli.
Before any production work starts, the full voiceover script is shared in editable form for compliance review. Typical turnaround: same-day approval or revisions.
Required disclosures are pre-placed in the script at your firm's standard locations (intro, outro, or burned-in overlays). Disclosures are never an afterthought.
Finished video shared before it's marked delivered. Revisions are turned around same-day when needed.
Every video ships as a single package containing its script, source material, voiceover recording, final cut, and approval record. Delivered to your firm so your records-retention system holds the full set.
If a video is ever amended post-publication, we preserve the original alongside the revised version so your retention record shows both — useful if a regulator ever asks what was said when.
ReportReel is not a law firm and does not provide legal or compliance advice. Regulatory citations on this page are provided for context. Final responsibility for the compliance status of any communication rests with your firm's compliance team.
No. Script review happens over email or your preferred document tool. Final-cut review is a link — no login, no portal. We adapt to your existing workflow, not the other way around.
Yes. Common pattern: one master cut for the home jurisdiction plus region-specific variants with adjusted disclosures (e.g., US master, UK variant with FCA disclaimers). Variants are priced as add-ons.
We deliver a single package per video — the script, source material we worked from, the voiceover, the final cut, and the approval record. Your firm archives the package in whatever records-retention system it already uses.
Because every video ships with its script, source, approvals, and final cut bundled together, your compliance team hands the regulator the bundle. We can re-send any past bundle you can't locate.
Yes. NDA is in place before any material is shared. Most partners route our standard NDA through their counsel; we also accept bilateral NDAs written on your side.
We routinely walk firm compliance teams through our script-review, archive, and amendment-log workflow before any engagement begins.
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