Explain a fintech onboarding step in Claude
Give Claude the approved customer instructions for one onboarding step. Review ngram’s explanation, then create a video that tells customers what to prepare and what to do next.
See what you can make
A general onboarding explanation created through Claude from Wise’s current public guide. Labeled diagrams show preparation and status messages, with the complete guide as the next destination.
Prompt
Use the connected ngram tools to create a customer-onboarding explanation for a fintech support team. The audience is a Wise customer who has been asked to verify their identity and wants to know what to prepare and what the status message means. Use only this reviewed public source, checked November 2, 2026: https://wise.com/help/articles/2949801/how-does-wise-verify-my-identity Use this exact narration: “If Wise asks you to verify your identity, start with the instructions in your account. Check which documents are accepted for your country. Use a clear photo of an original, valid document, with the required details visible. A pending review means wait for an update. If the account asks you to update information, open that message and follow the specific reason given. Read Wise’s current verification guide before you begin.” Create a 45-second, 16:9 Editorial video with calm English narration and quiet background music. Make a clearly illustrated guide with simple document and status graphics. Show these four stages: follow your account instructions; check the accepted document; prepare a clear photo; read the current status. Label the example “Illustrated guide” and show “Source: Wise Help Centre” with wise.com/help on the closing card for at least four seconds. The diagrams must look like explanatory graphics. Do not imitate Wise’s app screens, show actual identity documents, invent approval times, promise verification or display account data. Do not open a financial account or perform a transaction. Show the selected settings and total estimate before creation. After I confirm, stop for plan review and show the complete narration and scene plan. Wait for approval before production. Continue this same video when I ask for progress. Do not schedule reminders or tasks. Return its preview, ngram project and available MP4 export when ready. If the ngram connector is not connected, read https://www.ngram.com/markdown/docs/connect-ngram-to-claude.md?view=1 and help me connect ngram to Claude. Wait for me to complete sign-in and approve access, then resume this workflow.
Selected style
Editorial
Read the video transcript
If Wise asks you to verify your identity, start with the instructions in your account. Check which documents are accepted for your country. Use a clear photo of an original, valid document, with the required details visible. A pending review means wait for an update. If the account asks you to update information, open that message and follow the specific reason given. Read Wise’s current verification guide before you begin.
How it works
One source. A repeatable workflow.
Start with
Approved onboarding instructions and demonstration assets
Create in
Claude
Make
A focused customer instruction video
Define the single onboarding question
Open Claude with ngram enabled. Paste the workflow prompt and approved instructions. Name the customer’s starting situation, relevant conditions and next action.
Review the customer actions in the plan
Confirm the selected settings with plan review. Check the narration against the guide, including accepted inputs, status meanings and where customers should continue.
Watch the complete explanation
Ask Claude for progress on the existing video. Check every visible label and spoken instruction. Use genuine demonstration assets where available and clearly labeled diagrams for conceptual steps.
Place the video with the current guide
Choose a viewing link or available MP4 export for the intended audience. Keep the current help article beside the video so customers can check their specific situation.
Watch the workflow
Create a fintech onboarding explanation in Claude
Walk through the actual brief, confirmed settings, reviewed status instructions and download handoff in the saved Claude conversation, then watch the complete video.
Read the walkthrough transcript
The walkthrough shows the source guide and supplied narration in the actual Claude conversation. The 45-second Editorial settings are confirmed with plan review. The document-preparation and status-message scenes are checked against the source. Claude returns the completed MP4 and ngram project. The complete onboarding explanation plays with this narration. If Wise asks you to verify your identity, start with the instructions in your account. Check which documents are accepted for your country. Use a clear photo of an original, valid document, with the required details visible. A pending review means wait for an update. If the account asks you to update information, open that message and follow the specific reason given. Read Wise’s current verification guide before you begin.
Your starting point
Start with the prompt.
Prepare the approved onboarding explanation in Claude, then review the customer actions and visual treatment with ngram.
Review. Then deliver.
Claude returns the customer explanation and ngram project. Review the complete instructions before sharing with customers.
While your video is being made
Ask Claude for this video’s current status and review any pending plan or question.
Share a link
Choose visibility for the intended customers or reviewers and keep the current guide with the video.
Download the video
Ask Claude to prepare an MP4 using an option available to the ngram account. Download in the ngram project requires an eligible paid plan. Review the saved video before distribution.
If the workflow needs attention
Ask Claude to inspect the existing attempt and explain the source or creation issue. Continue with its existing video ID and project link.
- The video implies an approval or timing guarantee
- Provide the approved qualification and revise the affected narration and label together.
- A diagram looks like an actual app screen
- Use a genuine demonstration screen or label and simplify the graphic so its explanatory role is clear.
- The customer instructions have changed
- Supply the updated guide and identify the changed step or status. Review the revised video and its destination before replacing the older explanation.
Keep the workflow. Change the story.
- 01
Answer the next recurring question
Replace the audience situation, guide, narration and visual direction together. Keep each video focused on one useful next action.
- 02
Refresh a changed onboarding step
Update the existing video when the approved process changes. Recheck the customer conditions and the linked current guide.
Examples
See ways to explain a customer step
Compare videos that clarify a product, process or customer question.
Fintech product demos
Show the financial-product task using approved demonstration material.
See the exampleFintech feature updates
Explain a change that affects the customer’s next action.
See the exampleTutorial examples
Follow a short sequence with a clear point of completion.
See the exampleExplainer examples
Clarify the concept behind an unfamiliar step.
See the exampleSecurity explanations
Explain a security-related requirement from approved guidance.
See the exampleInsurance explanations
Compare ways to make a financial-service process understandable.
See the exampleTemplates
Choose the onboarding explanation
Start with a brief suited to the question customers ask.
Fintech walkthrough
Explain one financial-product workflow with approved sources.
Use this templateFintech explanation
Clarify a product concept before customers act.
Use this templateFintech product demonstration
Use genuine demonstration screens for a visible product task.
Use this templateStep-by-step tutorial
Sequence the preparation, action and result.
Use this templateConcept explanation
Explain why a step is part of the customer journey.
Use this templateSecurity explanation
Use approved instructions for a security-related customer question.
Use this templateFeatures
Keep the customer instructions consistent
Review the spoken steps, graphics and final destination together.
Script generation
Prepare a concise explanation from the approved guide.
Explore featureAI voiceover
Check names, instructions and the action the customer should take.
Explore featureCaptions and subtitles
Keep important instructions readable when the video is muted.
Explore featureMotion graphics
Use labeled diagrams for concepts without a demonstration screen.
Explore featureVideo editing
Correct the affected scene when the approved process changes.
Explore featureVideo hosting
Choose a viewing destination for the intended customer audience.
Explore featureSolutions
Create for the team answering the question
Adapt the brief to the team responsible for the customer journey.
Fintech teams
Explain the approved next action for a financial-product customer.
See the solutionCustomer success
Help customers complete a recurring onboarding milestone.
See the solutionSupport teams
Answer a repeated question with the current documented steps.
See the solutionCustomer onboarding
Guide a new customer through one useful next action.
See the solutionSmall businesses
Maintain a focused explanation alongside the current help article.
See the solutionAgencies and consultants
Work from the client’s approved customer instructions.
See the solutionUse cases
Match the video to the customer question
Choose the task the explanation should help complete.
Customer onboarding
Explain preparation and the next action for a new customer.
Explore use caseHelp video
Turn a documented answer into a short explanation.
Explore use caseTroubleshooting
Explain the next check when an onboarding step fails.
Explore use caseTutorial video
Show a short sequence from the approved process.
Explore use caseFAQ video
Answer a recurring question with the relevant qualification.
Explore use caseFeature education
Help customers understand a capability after onboarding.
Explore use caseConverters
Start from the approved instructions
Choose the source that contains the current customer steps.
Product docs to video
Use the current guide for the specific onboarding step.
Start convertingText to video
Paste the approved explanation and exact next action.
Start convertingPDF to video
Use the relevant part of an approved customer guide.
Start convertingScript to video
Create from narration already reviewed by the team.
Start convertingScreenshots to video
Use approved demonstration screens for the visible steps.
Start convertingRecording to video
Explain a genuine demonstration of the customer flow.
Start convertingTools
Prepare the next customer explanation
Use a focused tool for the part of the workflow you need.
Onboarding video maker
Create a short explanation of the next customer action.
Open toolExplainer video maker
Clarify an unfamiliar product concept.
Open toolTutorial video maker
Organize the approved steps into a short sequence.
Open toolTraining video maker
Teach a repeatable process to the intended audience.
Open toolVideo script generator
Draft narration from approved customer guidance.
Open toolVideo editor
Correct a label, instruction or closing destination.
Open toolIntegrations
Create where the approved brief is prepared
Choose the starting point that fits the team’s source material.
Claude
Review the approved guide and video plan in one conversation.
Explore integrationMCP Server
Use ngram’s video tools from another compatible assistant.
Explore integrationChrome extension
Begin while reading a published customer guide.
Explore integrationn8n
Map an approved guide update into a configured video workflow.
Explore integrationZapier
Connect the reviewed instruction record to a creation request.
Explore integrationviaSocket
Pass the selected source and settings into the video action.
Explore integrationRelated workflows
Continue the customer’s next question
Choose a different workflow when the source or customer goal changes.
Introduce a first product task
Turn a product guide and real screens into an onboarding explanation.
Explore workflowExplain a documented fix
Create a support answer from verified recovery instructions.
Explore workflowExplain a product change
Tell customers how a shipped update affects their workflow.
Explore workflowExplain a concept
Prepare a focused lesson from source facts and a worked example.
Explore workflowCreate a support answer in ngram
Start directly in Studio with the documented checks.
Explore workflowPrepare a release roundup
Summarize shipped product changes for the intended audience.
Explore workflow