--- title: "Explain a banking product before the advisor has to" description: "Account opening, app, loans: show customers step by step how a banking product works and what they need for it." canonical: https://caprivideo.com/industries/professional-services/bank-explainer-videos language: en updated: 2026-10-10 alternate_de: https://caprivideo.com/de/branchen/beratung-finanzen/erklaervideo-fuer-banken alternate_de_markdown: https://caprivideo.com/md/de/branchen/beratung-finanzen/erklaervideo-fuer-banken alternate_fr: https://caprivideo.com/fr/industries/professional-services/bank-explainer-videos alternate_fr_markdown: https://caprivideo.com/md/fr/industries/professional-services/bank-explainer-videos alternate_it: https://caprivideo.com/it/industries/professional-services/bank-explainer-videos alternate_it_markdown: https://caprivideo.com/md/it/industries/professional-services/bank-explainer-videos publisher: Capri Video --- # Explain a banking product before the advisor has to 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. ![Hands working through documents with a calculator](https://caprivideo.com/content/images/accounting.jpg) *Illustrative stock photo: [Mikhail Nilov / Pexels](https://www.pexels.com/photo/a-person-working-on-the-documents-using-a-calculator-8297220/). [Pexels License](https://www.pexels.com/license/).* ## 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. ![Bright meeting room with a blank presentation screen](https://caprivideo.com/content/images/meeting.jpg) *Illustrative stock photo: [Jakub Zerdzicki / Pexels](https://www.pexels.com/photo/modern-conference-room-with-blank-screen-38816547/). [Pexels License](https://www.pexels.com/license/).* ## 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. ## Related reading - [Show customers how your service works](https://caprivideo.com/guides/b2b-explainer-videos) - [Help applicants understand where things stand](https://caprivideo.com/industries/professional-services/financial-service-explainer-videos) ## Related pages - [Industry group: Advice & business services](https://caprivideo.com/industries/professional-services) - [A little more background: Show customers how your service works](https://caprivideo.com/guides/b2b-explainer-videos) - [Show the path to a mortgage in clear steps](https://caprivideo.com/industries/professional-services/mortgage-explainer-videos): Show home buyers how a mortgage works, which documents they need and what the key terms mean. - [Make a distant topic tangible](https://caprivideo.com/industries/professional-services/retirement-planning-explainer-videos): Explain the retirement income gap and the main savings routes in simple pictures, and show how a planning meeting works. - [Explain the path from design to construction](https://caprivideo.com/industries/professional-services/architecture-firm-explainer-videos): Show clients the planning phases, the architect’s role and the points where they make decisions. - [Show how working with a coach actually runs](https://caprivideo.com/industries/professional-services/coaching-explainer-videos): Explain who your coaching is for, how a session works and what clients contribute themselves. - [Make a digital transformation project understandable](https://caprivideo.com/industries/professional-services/digital-transformation-explainer-videos): Show decision-makers and staff what changes with a digital project and how the rollout runs. - [Explain temp staffing to both sides](https://caprivideo.com/industries/professional-services/staffing-agency-explainer-videos): Show candidates and client companies how staffing through your agency works, from the first conversation to the assignment. ## See your offer as a video We create a free watermarked video for your business from your website. Once it’s ready, you decide whether to keep it with a subscription. [Create my video](https://caprivideo.com/create) ## About Capri Video Capri Video (caprivideo.com) is an explainer video company that creates custom animated explainer videos for businesses in the United States and Germany. Script, illustration, animation, professional voiceover and music are included, and our team reviews every draft. All you need is your website link. - **Pricing:** Your first video is a free watermarked preview with three revision rounds, no credit card needed. To keep the original without the watermark, choose a monthly subscription: Starter at $99 a month with 2 credits or Growth at $299 a month with 8 credits, plus applicable sales tax, cancel monthly. A short video uses 1 credit, an explainer 2. - **Speed:** First reviewed, watermarked draft within 24 hours after you submit your website link. - **Revisions:** 3 revision rounds included with every video; for your first video they are part of the free preview. - [Start for free](https://caprivideo.com/create) · [All facts](https://caprivideo.com/about.md)