Fintech walkthrough video template

Guide viewers through one financial-product workflow. Use your website or recording to show the steps in a clear sequence.

See it in action with Wise transfer guide.

From this input to this video

Wise’s official help article becomes a narrated overview of the transfer setup steps, with source excerpts and clearly labeled workflow graphics.

Create a 30-second walkthrough video for Wise, a international money-transfer service for people learning the transfer setup workflow. Use my official public guide at https://wise.com/help/articles/2977959/how-do-i-send-money-with-wise as the source. Open on the context: you have a verified Wise account and want to understand the steps before a transfer. Walk through select Send, choose a recipient, enter an amount and currency, choose a payment method, then review the displayed fees and delivery estimate step by step, narrating against the real UI — do not invent screens. Privacy note: use only public guide imagery; do not sign in, enter real account details or carry out any transfer. Tone: calm and instructional. End on the logo with the line Read the full guide at wise.com. Voiceover language: English; if no voiceover, use on-screen captions plus light background music. Where no source screen exists, use labeled workflow graphics. Do not invent rates, fees, balances, recipients or delivery guarantees. This is an overview of the public guide, not a transaction demonstration.

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Prompt

Create a 30-second walkthrough video for Wise, a international money-transfer service for people learning the transfer setup workflow. Use my official public guide at https://wise.com/help/articles/2977959/how-do-i-send-money-with-wise as the source. Open on the context: you have a verified Wise account and want to understand the steps before a transfer. Walk through select Send, choose a recipient, enter an amount and currency, choose a payment method, then review the displayed fees and delivery estimate step by step, narrating against the real UI — do not invent screens. Privacy note: use only public guide imagery; do not sign in, enter real account details or carry out any transfer. Tone: calm and instructional. End on the logo with the line Read the full guide at wise.com. Voiceover language: English; if no voiceover, use on-screen captions plus light background music. Where no source screen exists, use labeled workflow graphics. Do not invent rates, fees, balances, recipients or delivery guarantees. This is an overview of the public guide, not a transaction demonstration.

Selected style

Editorial

Source material

Read the video transcript

You have a verified Wise account, and want to know the steps before you transfer. From the Home screen, select Send. Choose your recipient: search for an existing one, or add someone new. Enter the amount, and choose the currency. Choose how you'd like to pay. Wise shows the fees for each option, and how long the money should take to arrive. Review them, and check every detail is correct. Read the full guide at wise.com.

Make it yours

Fill in your details here, or continue and finish your brief in ngram.

Help filling in your brief
[platform-name]
Your product name.
[platform-type]
What it is, in plain words.
[audience]
Who it is for.
[input-type]
URL, screen recording, or screenshots.
[user-context]
What the user is trying to do before they see the feature.
[feature-flow]
The specific steps to walk through.
[privacy-note]
Data to exclude or blur.
[tone]
Voice and feel.
[cta]
Closing line on the final frame.
[vo-language]
Narration language.
[demo-scope]
What this walkthrough demonstrates.

Trusted by teams at

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What this template is

A fintech walkthrough video template is a editable brief plus scene structure that turns a platform URL, screen recording, or UI screenshots into a short, narrated walkthrough of one user flow. ngram handles the script, scene planning, callouts, and captions — the user names the platform, the flow, and any privacy constraints, then generates. Most fintech walkthroughs made with this template run 30 seconds, follow a four-beat structure, and require no video editor.

industry: fintechjob: platform walkthroughaudience: fintech founders, developers, and marketers
Scene structure

What the template builds

Four beats, 30 seconds — the shape fintech walkthroughs converge on.

  1. 1

    Context hook

    5s

    Name the user's situation and the problem they hit before the feature. Text-forward, no UI yet.

  2. 2

    Feature walkthrough

    18s

    Cut to the real screen. Narrate each step with on-screen callouts highlighting buttons, fields, and outputs. No invented screens.

  3. 3

    Outcome

    4s

    Show what the user now has: the report, the confirmation, the bridged balance. One concrete result.

  4. 4

    Logo + CTA

    3s

    Close on the platform logo and the CTA line. Clean, no animation overload.

Customize

Make it yours

Duration

Shorten to a 15s teaser or extend to 60s for a full onboarding walk.

15s30s60s

Narration

AI voiceover, or captions-only for compliance-sensitive contexts.

AI voiceoverCaptions + musicNo audio

Style

Visual treatment around the UI recording.

MinimalistMotion-graphicsRealistic

Aspect ratio

Match the channel — website hero, LinkedIn feed, or vertical app store preview.

16:9 website1:1 LinkedIn feed9:16 vertical
Variations

Common variations

15-second teaser

Cut to the core step only — skip the context hook and outcome. Works for product-hunt launches and pre-release social posts.

tweak

Reduce to 15 seconds. Show only the central step of [feature-flow]. Open on the action, not the context.

60-second onboarding walk

Walk through two or three flows for a sales demo or customer onboarding page.

tweak

Extend to 60 seconds. Cover [feature-flow] plus two supporting steps. Add a short narrated intro naming the platform and audience.

Captions-only cut

For regulated industries where voiceover approval is slow, or for feed autoplay where sound is off.

tweak

Remove the voiceover. Use concise on-screen captions and light background music. Keep compliance note in privacy-note slot.

DeFi or mobile-app cut

For mobile-first apps (crypto wallets, bridge interfaces) where the recording is portrait and the flow is gesture-driven.

tweak

Switch to 9:16. Center the recording vertically. Keep callouts inside the safe zone. Describe gestures as 'tap' not 'click'.

How it works

How it works

1

Open the template

"Use this template" drops you into the ngram editor with the prompt prefilled.

2

Add your details

Replace the brackets with your platform, user flow, and any privacy constraints. Attach your URL, screen recording, or screenshots.

3

Approve the plan, then refine

Review the proposed plan and its script, then approve it to create your video. Preview the result and ask ngram to adjust the pacing, visuals or narration.

More templates

Related templates

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Ship it anywhere

Plug walkthroughs into your stack

Wire walkthrough creation into the tools your team already uses.

YouTube
Social Publishing Beta

whenThe finished fintech walkthrough is ready for the product channel

thenOpen the YouTube calendar, add the fintech walkthrough, and publish it.

Integrate with YouTube
LinkedIn
Social Publishing Beta

whenThe finished fintech walkthrough is ready for a feature post

thenVerify LinkedIn as the destination, then compose the fintech walkthrough post.

Integrate with LinkedIn
Zapier
Automate

whena new platform feature ships

thenauto-trigger a walkthrough render and notify the team

Integrate with Zapier
n8n
Self-host

whena webhook fires from your release pipeline

thengenerate the walkthrough in a self-hosted flow

Integrate with n8n
Chrome extension
Capture

whenyou finish a screen capture of the platform

thenstart a walkthrough from the browser without leaving the tab

Integrate with Chrome extension
REST APIMCP serverWebhooksBuild your own integration in ~30 lines.

Frequently asked

Does my fintech platform need to be publicly accessible?

No. Paste a screen recording of a dev or staging environment. ngram reads the recording directly — it does not try to crawl a login-gated URL. Mention in the privacy-note slot what should be blurred or excluded.

How do I handle PII and sensitive account data?

Add a privacy note in the [privacy-note] slot. Example: 'no real account numbers, balances, or client names visible.' Review the generated draft frame by frame and swap any screen that reveals sensitive data for placeholder values before you export.

Can I walk through more than one feature in 30 seconds?

The 30-second template is single-flow by design. Adding a second feature almost always crowds the walkthrough and loses viewers. Use the 60-second variation if you need to cover two flows.

What input works best for a fintech walkthrough?

A screen recording of the actual user flow gives the sharpest result because ngram narrates what it sees. A platform URL works when the flow is publicly accessible. Screenshots work for step-by-step docs where recording is not available.

Does this work for mobile fintech apps?

Yes. Use the DeFi or mobile-app variation and set input-type to a portrait screen recording. The template switches to 9:16 and keeps callouts inside the safe zone.

Can I get a version without narration?

Set narration to captions-only in the customization options. This is the default choice for compliance teams who need legal sign-off before any audio is attached.

How do I make a version for investors vs. a version for end users?

The [audience] and [user-context] slots carry that difference. For investors: 'potential LPs evaluating the platform' and 'ClearPath reduces advisor workflow from 45 minutes to 8.' For users: 'advisors new to ClearPath' and 'adding your first client takes under two minutes.'

Use the fintech walkthrough template now.

Copy the prompt, add your details, and generate your walkthrough video.

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