Product videos and guides for fintech software

Most fintech software companies need one type of product video for each stage of the customer lifecycle where customers get stuck. For fintech software, that means:

• Product demo videos: Show prospects how your product moves money, from issuing a card to reading a cash-flow view, before they book a call.
• Customer onboarding videos: Take new customers from application to their first deposit and first payment, one short video per setup step.
• Product training videos: Help established users go further after the first month, with lessons on reports, accounting rules and the month-end close.
• Implementation & setup guides: Walk the person rolling out your product through connecting accounting software, syncing employees and setting up API access.
• Admin & configuration videos: Show workspace admins how to set roles, approval rules and sign-in controls.
• Release notes videos: Explain what changed in a release, from a new transfer option to a redesigned documents area.
• Help center & support videos: Answer the questions that keep reaching support, like why a payout is late or why a card was declined.

Trainn creates each of these from screen recordings. See how video creation works.

Digital onboarding lets a new fintech customer go from application to their first money movement without a branch visit or a call: verifying the business, linking a bank account, adding money and making the first payment online. Each step has checks that can stall a customer, which is why step-by-step videos matter:

• Verification and approval. Customers submit business and owner details, then wait for approval before anything else works.
• Linking and verifying a bank account. Some verification methods take several business days, and customers often forget the next step by the time it clears.
• First deposit, first card and first payment. This is the value moment; until money moves, the account feels like paperwork.
• Inviting teammates. Owners, finance leads and admins each own different steps.

Short onboarding videos, one per step and recorded with test data, let customers restart exactly where they paused. See customer onboarding videos for fintech software.

Let the people who know each workflow record it, and let AI do the editing. At most fintech software companies that means product marketing manager, sales engineer, onboarding specialist and customer success manager, none of whom need video skills:

• Record the workflow once in a test account, at a normal pace, with no script or studio microphone.
• Let AI edit. Trainn's AI video agent writes the narration, removes pauses and mistakes, adds zooms and applies your branding.
• Reuse recorded calls. Upload a past onboarding or training call and get short, focused videos from it.
• Keep a reviewer in the loop. The agent never publishes on its own, so a product or compliance reviewer approves every video.
• Get a guide for free. Every video also becomes a step-by-step guide.

For a method, see how to turn screen recordings into tutorial videos.

Create each video and step-by-step guide once, then publish it wherever customers already look for help, so the answer reaches them inside their work instead of on your website:

• Inside the product. Short walkthroughs shown as in-app guides help customers on the exact screen where they get stuck.
• In the help center. A video and its guide embedded in each help center article answer questions without a support ticket.
• In a branded academy. Onboarding and role-based courses can sit in a branded customer academy, so new users can start on day one.
• In emails and support replies. One share link works everywhere, and when a screen changes the same link shows the updated video.

Neutrinos, an intelligent automation platform for the insurance sector, uses Trainn to create its customer training videos. Eldho John, who leads business strategy and growth, built and launched the first course in two weeks with no video editing background, after vendors had quoted months for the same work. What the team did:

• Built in-house. No agency or video team was needed.
• Reached customers in their language, including Arabic-language videos for customers in the Middle East.
• Kept videos current as new features were released.

Read the Neutrinos customer story.

Trainn's Creator plan costs $19 per month and starts with a 3-day free trial. That's long enough to record one real workflow from your fintech software, such as one setup or support workflow, and publish it as a video and a step-by-step guide before you pay.

• Creator plan: $19 per month for one creator, with up to 15 videos and guides.
• More creators or more content: compare every plan on the Trainn pricing page.