FinVidi Terms of Service

Last Updated: 06/01/2026

These Terms of Service govern your use of FinVidi’s website, client portal, video marketing services, content creation services, and related offerings. By purchasing, subscribing to, or using FinVidi’s services, you agree to these Terms.

1. Services

FinVidi provides video marketing services for financial professionals, including but not limited to video editing, scripting, thumbnails, podcast editing, social clips, YouTube optimization, distribution support, content planning, and related creative services.

Specific deliverables depend on the plan or package selected by the client.

2. Plans, Billing, and Subscriptions

FinVidi services may be offered through monthly plans, one-time projects, custom packages, or add-ons.

Monthly plans renew automatically unless canceled before the next billing date. Payment is due in advance for each billing cycle unless otherwise agreed in writing.

If payment fails or becomes overdue, FinVidi may pause work, withhold deliverables, suspend portal access, or delay delivery until the account is brought current.

3. Video Credits and Monthly Deliverables

Some FinVidi plans include a set number of monthly video credits or deliverables. A “credit” generally refers to one video, edit, short-form clip package, script, or other agreed deliverable, depending on the client’s selected plan.

Credits have no cash value and may not be exchanged for refunds, discounts, or unrelated services unless approved by FinVidi.

A credit may be considered used once FinVidi begins work on the requested deliverable, including editing, scripting, file preparation, project setup, or creative development.

4. Credit Rollovers

Unused credits may roll over for one additional billing cycle only if the client’s account remains active and in good standing.

Rollover credits expire at the end of the following billing cycle. Unused credits do not accumulate indefinitely.

If a client cancels, pauses, downgrades, fails to pay, or becomes inactive, unused credits and rollover credits may be forfeited.

FinVidi may limit or deny rollovers if the rollover request creates an unreasonable production backlog, is inconsistent with the selected plan, or is being used in a way that disrupts normal service delivery.

5. Client Responsibilities

Clients are responsible for providing all necessary materials, including video files, brand assets, disclosures, compliance notes, advisor information, ideal client profile details, login access, approvals, and feedback.

Delays caused by missing files, unclear instructions, late feedback, compliance review, or client-side approval processes may delay delivery timelines.

Clients are responsible for ensuring that all information provided to FinVidi is accurate, lawful, and approved for use.

6. Financial Compliance and Approval

FinVidi is a creative and marketing service provider. FinVidi does not provide legal, financial, investment, tax, compliance, or regulatory advice.

Clients are solely responsible for reviewing and approving all content before publication, including any required firm, broker-dealer, RIA, SEC, FINRA, or compliance department approval.

FinVidi is not responsible for compliance violations, rejected content, regulatory issues, required disclosures, archiving requirements, or claims arising from the client’s use or publication of delivered materials.

7. Revisions

Unless otherwise stated, each video or deliverable includes a reasonable number of revisions, typically up to two rounds of revisions.

Additional revisions, major creative changes, reshoots, new direction after approval, or changes requested after final delivery may be billed separately.

Revisions must be requested within a reasonable timeframe after delivery. If no feedback is provided within a reasonable period, the deliverable may be considered approved.

8. Turnaround Times

FinVidi may provide estimated turnaround times based on the selected plan. Turnaround times begin only after FinVidi has received all required files, instructions, and approvals needed to begin work.

Turnaround times are estimates, not guarantees, unless expressly agreed in writing.

FinVidi is not responsible for delays caused by client feedback, missing assets, third-party platforms, compliance review, technical issues, holidays, or circumstances outside FinVidi’s control.

9. Refund Policy

Payments are generally non-refundable.

FinVidi does not offer refunds for unused credits, unused rollover credits, client delays, canceled projects after work has begun, dissatisfaction due to subjective creative preferences after revisions have been provided, or content rejected by a client’s compliance department.

If FinVidi is unable to complete an agreed deliverable due to an issue within FinVidi’s control, FinVidi may, at its discretion, provide a replacement deliverable, service credit, partial refund, or other remedy.

10. Cancellation

Clients may cancel their subscription before the next billing cycle. Cancellation prevents future charges but does not automatically create a refund for the current billing period.

Upon cancellation, FinVidi may complete any active deliverables already in progress but is not required to fulfill unused credits after the subscription ends.

FinVidi may terminate or suspend service for nonpayment, abuse of the service, unreasonable demands, unlawful activity, reputational risk, or violation of these Terms.

11. Ownership of Final Deliverables

After full payment has been received, the client owns the final approved video files, final approved scripts, and final approved creative deliverables created specifically for the client.

FinVidi retains ownership of its internal processes, editing files, project files, templates, presets, workflows, systems, unused concepts, draft materials, source files, and production methods unless otherwise agreed in writing.

Under U.S. copyright guidance, work-for-hire ownership generally depends on having a written agreement and whether the work fits the legal requirements for work made for hire, so this section should be reviewed by an attorney if you want stronger assignment language.

12. Project Files and Raw Files

FinVidi is not required to provide raw project files, editable timelines, source files, templates, Premiere Pro files, After Effects files, Photoshop files, or other working files unless included in the client’s plan or agreed separately in writing.

Raw files, project files, and editable assets may be available for an additional fee.

13. Stock Assets, Music, and Third-Party Materials

Some deliverables may include licensed music, stock footage, graphics, fonts, plugins, software, or other third-party assets.

Clients receive the right to use the final delivered content as provided, but third-party materials may be subject to separate license terms or platform restrictions.

FinVidi is not responsible for copyright claims, music restrictions, platform takedowns, licensing issues, or usage limitations caused by third-party assets after delivery, especially if the client modifies or republishes the content outside the intended use.

14. Portfolio Rights

Unless the client requests otherwise in writing, FinVidi may display completed work, client names, logos, testimonials, screenshots, videos, or performance results in its portfolio, website, proposals, case studies, social media, or marketing materials.

FinVidi will make reasonable efforts not to disclose confidential or sensitive information.

15. No Guarantee of Results

FinVidi may help improve the quality, consistency, and distribution of a client’s video marketing, but FinVidi does not guarantee views, leads, clients, revenue, search rankings, social media growth, YouTube performance, or business results.

Marketing performance depends on many factors outside FinVidi’s control, including offer quality, audience demand, advisor positioning, compliance restrictions, posting consistency, budget, platform algorithms, and client follow-up.

16. Client Content and Permissions

Clients represent that they have the right to use any footage, images, logos, music, testimonials, claims, data, or materials they provide to FinVidi.

Clients agree not to provide materials that infringe on another person’s rights, violate laws, mislead viewers, or breach firm policies.

Clients agree to indemnify and hold FinVidi harmless from claims related to materials supplied by the client or content published by the client.

17. Limitation of Liability

To the maximum extent permitted by law, FinVidi is not liable for indirect, incidental, consequential, special, punitive, or lost-profit damages.

FinVidi’s total liability for any claim related to the services will not exceed the amount paid by the client to FinVidi during the previous one month of service.

18. Changes to These Terms

FinVidi may update these Terms from time to time. Updated Terms will be posted on the website with a revised “Last Updated” date.

Continued use of FinVidi’s services after updated Terms are posted means the client accepts the revised Terms.

19. Contact

Questions about these Terms may be directed to:
tanner@finvidi.com