How Finance Companies Use Digital Signage Beyond Banks

If you’re in insurance, investment, fintech, or credit union marketing, chances are your client-facing spaces haven’t changed much. Brochures. Posters. Maybe a slideshow on a mounted TV. And yet the pressure to educate, comply, and connect has never been higher.

Customers want transparency without a sales pitch and reassurance, especially when money, risk, or security is involved.

More teams are starting to rethink how they can use screens to meet those expectations. 

Let’s look at how different corners of the finance industry are using screens in ways that match how people learn, decide, and act.

Digital Signage Expands Across the Financial Services Landscape

Insurance Offices: Help customers understand what they’re buying

Think about what clients really want when they walk into an insurance office. They want to know what they’re getting, what it costs, and what to do if something goes wrong. And they don’t want to feel like they’re being sold to.

Insurance digital displays make a measurable impact by offering clear, steady client education right when people need it. 

Use product explainer screens to show:

• Product overviews: A short loop breaking down different policies, such as auto, health, renters, life, with a few bullets for each.
  
• FAQ content: What does coverage exclude? How do you file a claim? What’s the timeline? These are questions customers often ask. Showing them early builds trust.
  
• Walkthroughs: A three-step guide to onboarding, maybe paired with a QR code to start the process on their phone.
  
• Trust signals: Real customer reviews. Footage from CSR events. Industry ratings. These elements humanize the brand and make it feel more reliable.

Read also on the Look blog: What is CSR and How Does Digital Signage Fit In?

Some firms even embed calculators, either on interactive touchscreens or through QR codes that open quote tools. This enables people to self-educate while they wait for a rep.

Investment Firms and Wealth Management: Real-Time Financial Data

Your clients already check the markets on their phones. What they want from you is context, not just data.

Digital signage for investment firms helps create a shared reference point that gives clients a sense of where your firm is focusing attention.

This way, they can connect what they’re seeing in the news to the strategies you’re recommending. 

Here are some viable use cases:

• Show market data in real time: Stock tickers for major exchanges, updated every few seconds. Index movements. Sector snapshots.
  
• Highlight strategies: A short explainer on how a model portfolio is built. Or what a “moderate risk” strategy actually looks like in terms of asset mix.
  
• Promote limited offerings: If there’s a window to invest in a certain product, say, a fund with a closing date or new launch, a display slot can surface that without needing a full conversation.
  
• Reinforce credibility: Screens that show awards, media appearances, or firm milestones. 

Brokers and Advisors: Give Walk-in Clients More Than a Brochure

Brokers and independent advisors often deal with drop-in traffic. People walk in with a vague idea—buy a home, start a pension, look into life insurance, but need help figuring out the details.

Financial consultation screens give visitors the context they need to understand their options, so by the time they sit down with your team, they’re more prepared, more confident, and more engaged in the conversation. 

Here are some brokerage office signage use cases: 

• Comparisons: Mortgage vs. refinance. Term life vs. whole life. Pension fund options side-by-side
  
• Check-in tools: Small offices are using screens to show wait times or guide visitors to self-check-in. It removes friction at the front desk.
  
• Transparency content: Screens showing licenses, disclosures, or advisor bios help clients feel confident without needing to ask for credentials.

Credit Unions and Regional Finance Offices: Keep Things Local and Personal

Community financial signage works when it feels connected to the people who walk through the door. The more it reflects local events, member interests, and everyday conversations, the more useful it becomes. It should feel like it belongs to the branch, not just something handed down from head office.

Here’s what member communication displays can show:

• Service updates: Hours, new branch openings, and service changes are shown clearly.
  
• Partner promos: Cross-promotion with local businesses or events. A gym discount for members. A financial literacy workshop. A local food drive.
  
• Member spotlights: Highlighting members who just bought their first home. Or who launched a small business with a CU loan. It builds pride and loyalty.
  
• Product visibility: Showcasing rates on savings accounts, credit cards, or seasonal loan offers.

When content is hyper-local, people notice. And they feel like their credit union is actually paying attention.

Fintech and SaaS: Demonstrate Product Simplicity

You've invested in a user experience that feels seamless on mobile. The app is clear, fast, and easy to navigate. But when that same product appears in a partner location, a demo area, or an onboarding event, the experience doesn’t translate.

Mobile banking demo signage help users understand how to navigate a product the moment they encounter it in a physical space. They make it easier to explain features, show real use cases, and build trust with people who are seeing the app for the first time outside their phone.

Examples of fintech display content that’s working:

• App tutorials: A quick animation showing how to create an account, send money, or check your credit score.
  
• Feature demos: One screen showing how a robo-advisor works. Another breaking down how to use the round-up feature.
  
• Security visuals: Short clips explaining what’s encrypted, how identity is verified, or what happens if a login is compromised.
  
• Social proof: Review excerpts, press quotes, usage milestones. “Trusted by 2M users” still matters if it’s done cleanly.

Placement Strategy: Where the screen goes matters

A strong signage location strategy starts with understanding how people move through your space and what kind of help they need along the way.

Most financial services displays are used in these core areas:

• Reception areas: Digital displays in reception show a calm loop of brand content, service menus, and trust signals.
  
• Waiting zones: FAQs, light product education, testimonials. Think of what people Google while they wait, and show that.
  
• Meeting rooms: Tools that help advisors explain concepts or show live data. The meeting room screens become part of the conversation.
  
• Windows/storefronts: Seasonal offers. Interest rates. Campaigns tied to tax time, back-to-school, or housing booms. Eye-level, attention-worthy, but not overwhelming.

What Content Works Best?

The most effective finance screen content is what your team already explains every day, adapted into something visual and easy to absorb.

Here are a few signage ideas for financial services: 

• Live data: FX rates, stock indices, crypto prices, or loan rates especially when they update in real time.
  
• Explainers: Simple animations that show how a product works or how to start a process.
  
• Visual breakdowns: Risk level charts. Timeline comparisons. Product tiers. All without needing sound or narration.
  
• Customer voices: One-line testimonials, mini case studies, or user-generated feedback ideally paired with a photo.
  
• Interactive links: QR codes that take viewers to a calculator,a signup form, or a booking page.

Deployment: Cloud, On-Premise, or Both?

Deciding how to manage your screens comes down to how your team works. Some financial services teams need fast updates across many locations. Others prioritize internal security and tight content review. That’s why cloud vs on-premise digital signage for finance is still a relevant conversation.

Here’s how to think about it:

• Cloud-based digital signage is easier to control across branches. Marketing teams can push updates remotely, schedule content, and swap creative without looping in IT.
  
• On-premise setups offer more control for institutions with strict security policies or unreliable internet. These setups still work well in offline environments.
  
• Hybrid models give teams the flexibility they need. Push routine updates from the cloud, while locking down sensitive content behind local firewalls.

Look Digital Signage supports both cloud and on-premise setups. It’s built for secure signage deployment, so regardless of whether you're updating content remotely or keeping everything in-house, your data stays protected and your approval process stays in your control.

Let This Be the Start of Something Transformative

Every finance company has a point of friction they’ve just learned to live with. Maybe it’s the time it takes to reprint disclosures. Maybe it’s a team that spends too long explaining the basics, over and over.

Digital signage for finance won’t solve everything, but it does help smooth the gaps that slow people down.

It gives your clients clarity and gives your team breathing room. And it works across industries where a little bit of better communication goes a long way.

You can try Look free for 14 days or book a demo to see how it fits your space!