[{"data":1,"prerenderedAt":197},["ShallowReactive",2],{"industry-cell-fintech-onboarding-videos":3},{"page":4,"generated":179},{"pageType":5,"url":6,"industry":7,"videoType":8,"seo":9,"heroH1":13,"heroH2":14,"cta":17,"definition":22,"workflows":25,"challenges":61,"features":79,"security":101,"proof":114,"faq":125,"related":140,"schema":175},"cell","\u002Findustries\u002Ffintech\u002Fonboarding-videos\u002F","Fintech","Customer onboarding videos",{"title":10,"metaDescription":11,"canonical":12},"Customer Onboarding Videos for Fintech Software | Trainn","Create customer onboarding videos for fintech software that take new customers from application approval to their first deposit and first payment.","https:\u002F\u002Ftrainn.co\u002Findustries\u002Ffintech\u002Fonboarding-videos\u002F","Customer onboarding videos for fintech software",{"sentence1":15,"sentence2":16},"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.",{"label":18,"microcopy":19,"secondaryLabel":20,"secondaryUrl":21},"Start free trial","3-day free trial, then $19\u002Fmonth.","Get a demo","\u002Fdemo\u002F",{"heading":23,"body":24},"What are customer onboarding videos for fintech software?","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.",{"heading":26,"rows":27},"Common customer onboarding workflows for fintech software",[28,34,39,44,48,53,57],{"workflow":29,"whoRecords":30,"bestFormat":31,"sensitiveData":32,"updateTrigger":33},"Complete the application and get the account approved","Onboarding specialist","Video","Business and owner details","Application steps change",{"workflow":35,"whoRecords":30,"bestFormat":36,"sensitiveData":37,"updateTrigger":38},"Link and verify a bank account","Interactive walkthrough","Account and routing numbers","Verification method changes",{"workflow":40,"whoRecords":41,"bestFormat":31,"sensitiveData":42,"updateTrigger":43},"Make the first deposit","Customer success manager","Balances and account numbers","A partner bank change issues new account numbers",{"workflow":45,"whoRecords":41,"bestFormat":31,"sensitiveData":46,"updateTrigger":47},"Create the first card with a spend limit","Card numbers, cardholder names","New card types or limit options",{"workflow":49,"whoRecords":41,"bestFormat":50,"sensitiveData":51,"updateTrigger":52},"Invite a teammate to finish their part","Step-by-step guide","Names and email addresses","Invite steps change",{"workflow":54,"whoRecords":30,"bestFormat":36,"sensitiveData":55,"updateTrigger":56},"Send the first payment","Payee details and amounts","Payment screens or limits change",{"workflow":58,"whoRecords":30,"bestFormat":31,"sensitiveData":59,"updateTrigger":60},"Get paid with the first payment link","Customer names and amounts","Checkout or payout timing changes",{"heading":62,"items":63},"What makes onboarding hard for fintech software teams?",[64,69,74],{"id":65,"title":66,"problem":67,"howToHandle":68},"challenge-1","Customers get stuck during setup","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.",{"id":70,"title":71,"problem":72,"howToHandle":73},"challenge-2","Different teammates handle different setup steps","The owner applies, the finance lead links the bank and an admin issues cards.","Send each person only the steps that are theirs.",{"id":75,"title":76,"problem":77,"howToHandle":78},"challenge-3","Customers drop off before they see value","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.",{"heading":80,"rows":81},"How Trainn creates customer onboarding videos for fintech software",[82,86,89,92,95,98],{"name":83,"solves":66,"body":84,"comingSoon":85},"Trainn's AI video agent","Record one setup step, such as linking a bank account, or upload the recording of a live onboarding call. [Trainn's AI video agent](\u002Fai-video-agent\u002F) 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.",false,{"name":87,"solves":66,"body":88,"comingSoon":85},"Generate AI Voiceover","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](\u002Fvideo-creation\u002F).",{"name":90,"solves":71,"body":91,"comingSoon":85},"Turn Video into a Guide","Turn each finished video into a [step-by-step guide](\u002Fstep-by-step-guide-generator\u002F) 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.",{"name":93,"solves":66,"body":94,"comingSoon":85},"Translations","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.",{"name":96,"solves":71,"body":97,"comingSoon":85},"Collections","Group the videos and guides for each setup step into one onboarding collection and send a single link, with a section for each role.",{"name":99,"solves":76,"body":100,"comingSoon":85},"Video Analytics","[See who watched each step](\u002Fvideo-analytics\u002F) and where viewers stopped, so your team can step in before a new account stalls short of its first payment.",{"heading":102,"certifications":103,"recordingHeading":107,"recordingPoints":108,"securityLink":112,"baaNotice":113},"Enterprise security, privacy and compliance",[104,105,106],"ISO 27001 certified","SOC 2 Type 2 attested","GDPR compliant","Recording Fintech workflows safely",[109,110,111],"Record every setup step in a test account, never a new customer's live application.","Use sample business details, account and routing numbers and card numbers in place of real ones.","Hide anything left, like a payee name, with Blur a Spot (drag-select any area of a clip and set how long the blur applies). Automatic blur through Trainn's AI video agent is coming soon.","[See how Trainn handles security](\u002Fsecurity\u002F)",null,{"variant":115,"metric":116,"headline":117,"metricLabel":117,"outcomes":113,"quote":118,"name":119,"role":120,"company":121,"g2":85,"sourceLabel":122,"sourceUrl":123,"heading":124},"metric","2 weeks","First course live in two weeks, with no editing background","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","Neutrinos","Neutrinos customer story","\u002Fcustomers\u002Fneutrinos\u002F","How fintech teams use Trainn",[126,130,133,136],{"type":127,"question":128,"answer":129},"industry","How long should customer onboarding videos for fintech software be?","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:\n\n- **One step per video.** For example: complete the application and get the account approved, link and verify a bank account and make the first deposit. Each video ends when that step is done.\n- **A step-by-step guide beside every video** for people who prefer to scan or copy exact values. Trainn creates the guide from the same recording.\n- **The series in setup order.** Group the videos in one onboarding collection so customers always know which step comes next.\n- **A clear finish line.** End the series at the first real result, such as “get paid with the first payment link”, so customers see value as soon as onboarding is done.\n\nFor a step-by-step method, see [how to turn screen recordings into customer onboarding videos](\u002Fanswers\u002Fhow-to-turn-screen-recordings-into-customer-onboarding-videos\u002F).",{"type":127,"question":131,"answer":132},"What should customer onboarding videos for fintech software include?","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:\n\n- **Every setup step, in order:** complete the application and get the account approved, link and verify a bank account, make the first deposit, create the first card with a spend limit, invite a teammate to finish their part, send the first payment and get paid with the first payment link.\n- **Who does each step.** Setup is usually split across roles, so label each video for the person who owns it. The owner applies, the finance lead links the bank and an admin issues cards.\n- **Safe sample data.** Business and similar details should come from a test account, never a new customer's live account.\n- **A consistent voice.** Generate AI Voiceover writes and voices a script from your clicks, so every step sounds the same whoever recorded it.\n- **Translations** for customers outside English-speaking markets, in 30+ languages, kept in sync when you update the original.\n\nTrainn can host the series as an onboarding collection; see [customer onboarding software](\u002Fcustomer-onboarding-software-saas\u002F).",{"type":127,"question":134,"answer":135},"How do you know if onboarding videos are working?","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:\n\n- **Completion per step.** If most viewers finish one step but few start the next, the next video, or the step itself, needs fixing.\n- **Drop-off points inside a video.** A spike at the same second usually means a confusing screen or narration that's too long.\n- **Time to the first real result,** such as “get paid with the first payment link”. This is the clearest sign that onboarding is working.\n- **Fewer setup questions to support,** for example about “link and verify a bank account”.\n\n[Trainn's video analytics](\u002Fvideo-analytics\u002F) show who watched each step and where viewers stopped, so your team can reach out before a new account stalls.",{"type":137,"question":138,"answer":139},"pricing","How much does Trainn cost?","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.\n\n- **Creator plan:** $19 per month for one creator, with up to 15 videos and guides.\n- **More creators or more content:** compare every plan on the [Trainn pricing page](\u002Fpricing\u002F).",{"acrossHeading":141,"up":142,"across":149,"down":162},"More for fintech software",[143,146],{"text":144,"url":145},"What is a customer onboarding video?","\u002Fblog\u002Fwhat-is-a-customer-onboarding-video\u002F",{"text":147,"url":148},"Customer onboarding video templates","\u002Fblog\u002Fcustomer-onboarding-video-templates\u002F",[150,153,156,159],{"text":151,"url":152},"Product videos and guides for fintech software","\u002Findustries\u002Ffintech\u002F",{"text":154,"url":155},"Implementation & setup guides for fintech software","\u002Findustries\u002Ffintech\u002Fimplementation-guides\u002F",{"text":157,"url":158},"Admin & configuration videos for fintech software","\u002Findustries\u002Ffintech\u002Fadmin-configuration-videos\u002F",{"text":160,"url":161},"Help center & support videos for fintech software","\u002Findustries\u002Ffintech\u002Fhelp-center-videos\u002F",[163,166,169,172],{"text":164,"url":165},"Video creation","\u002Fvideo-creation\u002F",{"text":167,"url":168},"Step-by-step guide generator","\u002Fstep-by-step-guide-generator\u002F",{"text":170,"url":171},"Video analytics","\u002Fvideo-analytics\u002F",{"text":173,"url":174},"Customer onboarding software","\u002Fcustomer-onboarding-software-saas\u002F",[176,180],{"@context":177,"@type":178,"name":13,"description":11,"url":12,"datePublished":179,"dateModified":179},"https:\u002F\u002Fschema.org","WebPage","2026-10-25",{"@context":177,"@type":181,"mainEntity":182},"FAQPage",[183,188,191,194],{"@type":184,"name":128,"acceptedAnswer":185},"Question",{"@type":186,"text":187},"Answer","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:\n\n- One step per video. For example: complete the application and get the account approved, link and verify a bank account and make the first deposit. Each video ends when that step is done.\n- A step-by-step guide beside every video for people who prefer to scan or copy exact values. Trainn creates the guide from the same recording.\n- The series in setup order. Group the videos in one onboarding collection so customers always know which step comes next.\n- A clear finish line. End the series at the first real result, such as “get paid with the first payment link”, so customers see value as soon as onboarding is done.\n\nFor a step-by-step method, see how to turn screen recordings into customer onboarding videos.",{"@type":184,"name":131,"acceptedAnswer":189},{"@type":186,"text":190},"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:\n\n- Every setup step, in order: complete the application and get the account approved, link and verify a bank account, make the first deposit, create the first card with a spend limit, invite a teammate to finish their part, send the first payment and get paid with the first payment link.\n- Who does each step. Setup is usually split across roles, so label each video for the person who owns it. The owner applies, the finance lead links the bank and an admin issues cards.\n- Safe sample data. Business and similar details should come from a test account, never a new customer's live account.\n- A consistent voice. Generate AI Voiceover writes and voices a script from your clicks, so every step sounds the same whoever recorded it.\n- Translations for customers outside English-speaking markets, in 30+ languages, kept in sync when you update the original.\n\nTrainn can host the series as an onboarding collection; see customer onboarding software.",{"@type":184,"name":134,"acceptedAnswer":192},{"@type":186,"text":193},"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:\n\n- Completion per step. If most viewers finish one step but few start the next, the next video, or the step itself, needs fixing.\n- Drop-off points inside a video. A spike at the same second usually means a confusing screen or narration that's too long.\n- Time to the first real result, such as “get paid with the first payment link”. This is the clearest sign that onboarding is working.\n- Fewer setup questions to support, for example about “link and verify a bank account”.\n\nTrainn's video analytics show who watched each step and where viewers stopped, so your team can reach out before a new account stalls.",{"@type":184,"name":138,"acceptedAnswer":195},{"@type":186,"text":196},"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.\n\n- Creator plan: $19 per month for one creator, with up to 15 videos and guides.\n- More creators or more content: compare every plan on the Trainn pricing page.",1793008518890]