StepLoom for banks and insurers
Fewer “how do I” calls to the desk.
Explain a new card control, a changed charge or a safe way to use the app, with a link a customer can open from an SMS, an email or a chat.
Explain a change
A new charge or app version becomes a two-minute demo.
Teach safe habits
Show how to spot a fake alert and never share a one-time code.
Reach every customer
SMS, chat, email and the branch screen carry the same link.
Four moments when a link beats a call
What is new in the app
Tap the card icon to see Card controls.
Built for banks and insurers
Digital teams
Launch a feature with a guide customers can finish.
Security teams
Fraud awareness that people complete on their own phone.
Customer care
Send a link instead of explaining on a call.
In a poll of support leaders, a contact by phone, chat or email cost a company about $8. A self-service page cost about 10 cents.”
Gartner poll of support leaders
Cost per contact by channel. The poll is from 2019 and in US dollars, so read it as a ratio, not today's price.
Read the sourceShow what changed
A short walk through the new screens.
Show what changed
Tap Card controls
Case study
StepLoom recording StepLoom
A real run, from the first click to the shared link, with every number measured.
