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Trainn is an AI-powered product video and guide creation platform that turns screen recordings of your fintech product into customer onboarding videos and step-by-step guides, with AI voiceover, zooms and subtitles added automatically. Group them into onboarding collections and track each customer's progress.
3-day free trial, then $19/month.
Customer onboarding videos for fintech software are short screen-recorded walkthroughs that take a new customer from an approved application to their first deposit and first payment. The best ones cover one setup step each, use test data instead of real account details, and get updated whenever a screen changes. Trainn creates them from a single screen recording, writing the voiceover and adding zooms for you.
| Workflow | Who records it | Best format | Sensitive data on screen | What triggers an update |
|---|---|---|---|---|
| Complete the application and get the account approved | Onboarding specialist | Video | Business and owner details | Application steps change |
| Link and verify a bank account | Onboarding specialist | Interactive walkthrough | Account and routing numbers | Verification method changes |
| Make the first deposit | Customer success manager | Video | Balances and account numbers | A partner bank change issues new account numbers |
| Create the first card with a spend limit | Customer success manager | Video | Card numbers, cardholder names | New card types or limit options |
| Invite a teammate to finish their part | Customer success manager | Step-by-step guide | Names and email addresses | Invite steps change |
| Send the first payment | Onboarding specialist | Interactive walkthrough | Payee details and amounts | Payment screens or limits change |
| Get paid with the first payment link | Onboarding specialist | Video | Customer names and amounts | Checkout or payout timing changes |
Bank verification can take several business days, and customers forget the next step by the time it clears.
Give every step its own short video so customers can restart exactly where they paused.
The owner applies, the finance lead links the bank and an admin issues cards.
Send each person only the steps that are theirs.
Until money moves, the account feels like paperwork.
Make the first deposit and first payment the end point of onboarding, and watch who hasn't reached it.
Record one setup step, such as linking a bank account, or upload the recording of a live onboarding call. Trainn's AI video agent writes or cleans up the narration, cuts mistakes, adds zooms and turns an hour-long call into a short video. Your team reviews it before customers see it.
Trainn writes a script from your clicks and voices it, so every setup video sounds clear and consistent even when different people recorded them. See how video creation works.
Turn each finished video into a step-by-step guide in one click. The finance lead who wants to scan gets the guide, the owner who prefers to watch gets the video, and both come from one recording.
Translate a finished onboarding video into 30+ languages, voiceover and subtitles included. Translation Glossary keeps product terms consistent, and Linked Videos update every translated copy when you change the original.
Group the videos and guides for each setup step into one onboarding collection and send a single link, with a section for each role.
See who watched each step and where viewers stopped, so your team can step in before a new account stalls short of its first payment.
2 weeks
In two weeks, I built and launched our first course, without any video editing background. Vendors had quoted months for the same work.
Eldho John
Lead, Business Strategy and Growth
Source: Neutrinos customer story
Keep each customer onboarding video for fintech software to one setup step and about 60–120 seconds, so a new customer can watch it and finish that step straight away. Longer setup works better as a short series than as one long video:
For a step-by-step method, see how to turn screen recordings into customer onboarding videos.
Customer onboarding videos for fintech software should cover every step between sign-up and the first real result, in the order customers actually do them, with test data on screen and a guide beside each video. Include:
Trainn can host the series as an onboarding collection; see customer onboarding software.
Onboarding videos are working when new customers finish setup faster and reach their first result without needing a call or a support ticket. Track these signals:
Trainn's video analytics show who watched each step and where viewers stopped, so your team can reach out before a new account stalls.
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 “complete the application and get the account approved”, and publish it as a video and a step-by-step guide before you pay.
Trainn is an AI-powered product video and guide creation platform that turns screen recordings into product demo videos, training videos, onboarding videos, step-by-step guides, and interactive walkthroughs. Trainn also delivers this content externally through a branded no-code LMS, or in-app through embedded tutorials to train customers at scale.
North Bethesda, Maryland 20852
