The brief carries the risk
In most verticals a vague brief costs you mediocre clips. In fintech it can cost you a regulatory problem. Independent clippers post from their own accounts, and a claim they invent is still a claim made about your product.
So the brief must be explicit: what may be said, what may never be said, what disclosure must appear, and what topics are off limits entirely.
Educate, do not advise
The distinction that matters in most jurisdictions is between general education and personalised advice. Explaining how compound interest works is education. Telling a viewer what they should do with their money frequently is not.
Clips should sit firmly on the education side, and the brief should say so in those words.
No performance claims
Projected returns, implied earnings, and outcome guarantees are the fastest route to trouble. This applies to any figure that a viewer could read as a promise about what will happen to their money.
Where it works
Financial confusion is abundant and organic demand for clarity is enormous. A clip that makes one confusing thing obvious earns disproportionate trust — and trust, for a financial product, is the thing being sold.
Get the compliance frame right first. Then the creative problem is easy.