Advice & business services
Explain a banking product before the advisor has to
Account opening, app, loans: show customers step by step how a banking product works and what they need for it.
Capri Video · Updated · 1 min read
Banking products are made of terms, and hardly anyone reads them. Customers want to know how opening an account works, what the app can do or which documents a loan needs. A bank explainer video answers that in two minutes.
Show one process
Pick a process that raises many questions, such as opening an account or approving a transfer in the app. Show each step from the customer’s side and name the documents required. Real or rebuilt screens help. Account details on screen are always sample data.
What to bring to the brief
Process description, product information, screenshots and your compliance requirements.
Terms change. Mention rates and fees only if the film will be maintained, and plan legal review from the start.
Where the video can help
Use it on the product page, in the app and in branches. Ask customers which step they expect next. The film does not replace personal advice on investing or borrowing.