Customers only use the basic features
Problem
Accounting rules and 3-way matching save hours, but most customers never find them.
How to handle it
Teach one advanced feature per lesson, tied to a job customers already do.
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Product training videos for fintech software
Trainn is an AI-powered product video and guide creation platform that turns screen recordings of your fintech product into product training videos and step-by-step guides, with AI voiceover, zooms and subtitles added automatically. Publish them as courses in a branded customer academy and see who completed them.
3-day free trial, then $19/month.
What are product training videos for fintech software?
Product training videos for fintech software are short lessons that help established users go beyond setup, such as building a spend report or closing the books at month end. They work best when each lesson matches one finance role's routine, because a controller and an approver use different screens. Trainn creates them from screen recordings and organizes them into chaptered lessons.
Common product training workflows for fintech software
| Workflow | Who records it | Best format | Sensitive data on screen | What triggers an update |
|---|---|---|---|---|
| Build, save and share a custom spend report | Customer success manager | Video | Spend by employee and vendor | Report builder changes |
| Code transactions and set accounting rules | Customer success manager | Video | Account codes, vendor names | Accounting categories change |
| Follow the recommended month-end close steps | Customer education lead | Video with chapters | Balances and statements | Close workflow redesigned |
| Match bills to purchase orders and received items | Customer success manager | Interactive walkthrough | Purchase order values | Matching rules change |
| Clear missing receipts and memos before the close | Customer success manager | Step-by-step guide | Receipt images, card transactions | Missing-items screen changes |
What makes training hard for fintech software teams?
Some features are hard to explain in a help article
Problem
The month-end close jumps between several screens in a set order.
How to handle it
Show the sequence on screen, split into chapters.
Live training doesn't fit customers' schedules
Problem
Finance teams can't attend a webinar during close week.
How to handle it
Offer self-paced lessons they can watch when the close is done.
How Trainn creates product training videos for fintech software
- Solves: Customers only use the basic features
Trainn's AI video agent
Upload a recorded training call or record a new walkthrough. Trainn's AI video agent cleans up the narration, cuts the detours and adds zooms, so a 45-minute session becomes a few focused lessons for your team to approve. See how video creation works.
- Solves: Some features are hard to explain in a help article
Video Chapters
Split the month-end close video into chapters, one per screen, so a controller can jump straight to reconciling accounts without replaying the whole lesson.
- Solves: Some features are hard to explain in a help article
Turn Narration to AI Voiceover
Explain the close naturally while you record; Trainn turns your voice into a clean, consistent AI voiceover, so stumbles never reach the lesson.
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Translate each lesson into 30+ languages, voiceover and subtitles included, so finance teams in other regions can train in their own language.
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Group lessons into a course by role, such as approvers or controllers, and share one link. Customers can follow it at their own pace in a customer training academy.
- Solves: Customers only use the basic features
Video Analytics
See who watched each lesson and where they stopped, so your team knows which advanced features still need a nudge.
Enterprise security, privacy and compliance
- ISO 27001 certified
- SOC 2 Type 2 attested
- GDPR compliant
Recording Fintech workflows safely
- Record training in a sandbox company with a full month of sample transactions, so reports look realistic.
- Replace real employee names, vendor names and account codes with sample ones.
- Use Blur a Spot (drag-select any area of a clip and set how long the blur applies) for any real receipt image that slips in. Automatic blur through Trainn's AI video agent is coming soon.
How fintech teams use Trainn
No more moving deadlines because of training delays
If we want to start a training tomorrow, we can do it. I don't have any problem because it's self-paced. Earlier I had to move deadlines because of training delays.
Eldho John
Lead, Business Strategy and Growth
Source: Neutrinos customer story
Frequently asked questions
How do you create product training videos for fintech software customers?
Start with the advanced workflows established customers use least, record each one as a short lesson in a test account, and group the lessons into courses by role. A simple process for fintech software:
- Pick the workflows that matter after day 30. For example: build, save and share a custom spend report, code transactions and set accounting rules and follow the recommended month-end close steps.
- Record each workflow once at a normal pace. No script or studio microphone is needed.
- Let AI handle the editing. Trainn's AI video agent writes the narration, removes mistakes and adds zooms, and can turn a recorded training call into short lessons.
- Add chapters so viewers can jump to the exact step they need instead of replaying the whole lesson.
- Group lessons into courses by role and share one link per course, for example in a customer training academy.
For more on planning, see building a customer training program.
Can AI turn existing documents into training videos?
Partly. AI can draft a script from a document, but the most accurate training videos for fintech software come from recording the real product, because documents go out of date and don't show the actual screens. A practical approach:
- Use the document as your outline. Follow its steps while you record the workflow in a test account.
- Let AI write the narration from what you do on screen. Trainn turns your clicks or your spoken explanation into a clean AI voiceover.
- Reuse recorded training calls. Upload a past webinar and Trainn's AI video agent cuts it into short, focused lessons.
- Keep a written version too. Trainn turns every video into a step-by-step guide, so the document stays useful and matches the screens.
How do you measure the ROI of customer training?
Measure customer training ROI by comparing what trained customers do differently with the cost of training them: wider feature use, fewer support tickets and less live-training time for your team. What to track for fintech software:
- Use of advanced features taught in lessons, such as “build, save and share a custom spend report”, before and after customers complete the course.
- Support tickets on trained topics, for example questions about “code transactions and set accounting rules”.
- Hours of live training replaced. Every self-paced lesson a customer completes is time your team didn't spend repeating the same session.
- Completion and drop-off for each lesson, to see which ones work and which need fixing.
Trainn's video analytics show who watched each lesson and where viewers stopped.
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 “build, save and share a custom spend report”, 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.
Related
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
