Velo for Fintech

From a compliance update to a customer video, before the next disclosure deadline.

Built for teams that update disclosures every regulatory cycle, not once a year.

Point Velo at the compliance update, the product release note, or a five-minute product walkthrough, and get a customer education, onboarding, or support video, grounded in your actual policy and narrated in your voice, before the next disclosure deadline.

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The disclosure was approved Monday. Legal is still reviewing the finished video Friday.

The knowledge already exists, in the approved compliance language, the product release note, the updated terms. Turning it into a video customers can actually watch is still a manual pass: brief a producer, edit the footage, then wait for legal to review the finished asset before it ships.

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The manual stack

  1. 01 Compliance update
  2. 02 Brief producer
  3. 03 Edit video
  4. 04 Legal reviews finished video
  5. 05 Deadline missed

Works for one release. Breaks down the moment the term updates again, and legal has to review a whole new video from scratch.

Disclosure deadline in 3 days, video still awaiting legal sign-off

With Velo

  1. 01 Compliance update
  2. 02 Script
  3. 03 Legal reviews the script
  4. 04 Render
  5. 05 Auto re-render

Review the script, not the finished video. The explanation stays traceable to the approved language, ready before the deadline.

Customer video live before the deadline, legal reviewed the script in an afternoon

Plugs into the systems your team already runs on.

You don't have to build a new content pipeline. Velo reads what's already approved in your compliance library, your product release notes, or your onboarding flow, and turns it into a clear, on-brand video.

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Your source

Compliance Library · Account Terms Update v5

Rendered output

Same system. Different job to do.

One shared compliance library and brand kit, used differently by every role in the org.

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  • Compliance & Risk

    "Here's what changed in your terms."

    Disclosure video, live in-app before the deadline.

  • Product

    "Here's the new feature, and how it works."

    Customer walkthrough, reviewed by legal at the script stage, not the finished video.

  • Customer Support

    "Here's why that fee applies."

    Ticket-deflecting video, posted straight to the help center.

The same video does three jobs, because your organization already shares the same approved source.

A compliance update isn't three separate assets. It's one approved document, rendered once, reused everywhere your organization needs it.

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  • Compliance

    Ships it.

    Points Velo at the approved update, reviews the script, hits render.

  • Product

    Repurposes it.

    Same render becomes the customer-facing feature walkthrough, no new brief needed.

  • Support

    Embeds it.

    Same render becomes the help center answer, live the same day.

One approved source. One shared video record. No update starts from zero.

From approved update to clear video in four steps.

Point it at what's already approved. Review the script once. Ship the video before the deadline.

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  1. 01

    An approved compliance document, a product release note, an onboarding flow, or a screen recording.

  2. 02

    Structures the explanation and writes the script for legal and compliance review before anything renders.

  3. 03

    Narrated in your voice, on brand, every time.

  4. 04

    An in-app message, an email send, a help center article, or a shareable link.

One video system for every fintech moment.

From account opening to the next compliance update, without starting over each time.

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  1. 01 · Onboarding

    Account setup videos.

    Grounded in the live onboarding flow, not a static FAQ page.

  2. 02 · Compliance update

    Disclosure videos.

    What changed and why, ready before the deadline.

  3. 03 · Ongoing

    Auto-updating terms explainers.

    Connected to the current approved version, so a term change doesn't quietly go stale.

  4. 04 · Feature release

    Product walkthroughs.

    Reviewed by legal at the script stage, live the day the feature ships.

  5. 05 · Support

    Fee & dispute videos.

    Pulled straight from recurring support tickets, no separate content pass.

  6. 06 · Global

    Multilingual disclosures.

    The same approved explanation, narrated for every market you operate in.

One grounded system, not a tool stack.

Terms and features change every cycle. What stays consistent is the system your whole team ships video from.

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  • Edit the script and Velo re-renders the video. No re-shoot when the disclosure updates.

  • A compliance document, a release note, or a screen recording becomes a structured, narrated script.

  • Trigger a render straight from an approved compliance document or a product release, via the API and SDK.

  • Connect your compliance library, Zendesk, and your product documentation, so every video is grounded in the current approved version.

  • One voice and look across every video, no matter which team made it.

  • Share a link, embed it in-app, or drop the written record into the help center.

  • See which customers watched the disclosure and where they dropped off, not just who received the email.

  • Let an agent turn a recurring dispute or fee question into a video on its own, no one has to kick off the render.

  • Already have a raw product walkthrough recording? Velo cleans it up: zooms, callouts, cursor smoothing, and narration, without a re-shoot.

Ship the customer explanation as fast as the update is approved.

Real compliance updates. Real deadlines. A faster way to close the gap between an approved change and customers actually understanding it.

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  • 33%

    Fewer disputes tied to fee and term confusion

  • 55%

    Faster turnaround on compliance explainer video

  • 2x

    Customer education video shipped, without adding headcount

How a consumer fintech app cut compliance video review time from three weeks to four days.

A consumer fintech app with roughly 500,000 active accounts updated its account terms and fee schedule twice a year, each time needing a customer-facing explainer video reviewed by legal before it could go out. The team's process, editing a finished video and sending it for legal review, took up to three weeks per update, and disputes citing confusion over the new terms spiked in the gap between the terms taking effect and the explainer video actually reaching customers.

The team connected Velo to their compliance document library. Now, legal reviews the video script, not the finished video, the same day the terms are approved. The rendered video, narrated in the brand's voice, goes out via in-app message and email within four days of approval, with a documented view record the compliance team can produce if an examiner asks.

Industry
Consumer fintech, digital banking
Company size
~500,000 active accounts
Plan
Velo Enterprise, org-wide rollout
Primary use case
Compliance & terms explainer video

  • 4 days

    Down from a three-week legal review and production cycle

  • 27% fewer disputes

    Tied to term confusion, first cycle after rollout

  • Documented view record

    Available for every disclosure, on demand

Legal reviewing the script instead of the finished video took three weeks off our timeline. We've never gotten a disclosure to customers this fast.
Head of Compliance Communications Consumer Fintech App
We get production-ready product videos in a fraction of the time, and we're shipping twice as many without adding headcount.
Zuzanna Kurasińska Content Marketing Specialist, import.io

A rollout playbook for fintech teams: how to get an approved disclosure to every customer before the deadline.

Compliance-to-video workflows, onboarding automation, and support deflection tactics, written for compliance and product teams.

Read the fintech customer video playbook

Start free, scale as your regulatory cycle demands.

Customer education and onboarding video are available on every plan. Higher tiers add auto-updating disclosures, compliance library integration, and workflow triggers.

See full pricing

Free

Try Velo on your next compliance update.

$0

per month

  • 1,500 credits
  • 2–5 mins of video/month
Try for Free
Recommended

Pro

Auto-updating explainer video, brand kit, unlimited renders.

$41

per month, billed yearly

  • 3,000 credits
  • 5–10 mins of video/month
Get Pro

Ultra

Compliance library and Zendesk integrations, multilingual output, advanced analytics.

$167

per month, billed yearly

  • 30,000 credits
  • 50–100 mins of video/month
Get Ultra

Enterprise

Workflow triggers from your compliance library via API and SDK, security controls, org-wide rollout.

Contact Sales
  • Custom credits
  • Custom seats
  • Custom avatars and voice clones
  • Custom integrations

Everything in Ultra, plus

SSO and SAML SCIM RBAC Advanced access controls Content governance Shared libraries API and SDK Private and public share pages Data residency SCORM export Workflow triggered videos

FAQs

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No. Velo is priced per account, so compliance, product, and support can all make video without a per-user bill.

No. Velo makes the script available for legal and compliance review before anything renders, so your reviewers evaluate the same language they always have, just earlier in the process.

Yes. Every video can be hosted with access controls and permissions, so it holds up to the same review as the rest of your stack.

Velo connects to your compliance library, Zendesk, and product documentation, plus a live screen recording, so you're not re-entering approved content anywhere.

Compliance and terms explainers, onboarding walkthroughs, product feature videos, and support explainers, each grounded in your approved source with a written record alongside it.

Velo reads your context, an approved compliance document or release note, structures the explanation, writes the script, and renders the video narrated in your voice.

Yes. Edit the script and Velo re-renders the video. No re-shoot, and the written record updates with it.

A screen recorder captures whatever you record, take after take. Velo turns approved content into a structured, narrated video, re-renders when the script changes, and produces a written record alongside it.

Yes. The same explanation can render in any language, narrated in your voice, so disclosures reach every market you operate in.

Yes. Video agents can turn a recurring dispute or support pattern into a video on their own, so the backlog doesn't wait on someone's free hour.

Ship the customer explanation as fast as the update is approved.

Point Velo at your next compliance update and see the video before the deadline.

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