StepLoom for fintech and payments

Fewer people stuck on the sign-up screen.

Show a new customer how to open an account, pass the identity check and add money, in their language, from a link in a chat or an email.

Calls saved

The question people call about becomes a link your support team sends.

One demo per task

Add money. Pass the identity check. Dispute a failed payment. Each is its own short demo.

In every language

The same demo in English, Spanish, Hindi, Arabic, Pidgin and every other language you add.

Four moments when a link beats a call

Open your account

Tap Create account, then enter your phone number.

Built for fintech and payments

  • Onboarding leads

    See where new customers stop, and fix that screen first.

  • Support teams

    Answer a question once, then send the link every time.

  • Compliance

    Customer details are covered before a demo is shared.

Only 14 in 100 support issues are fully solved on a company's help pages. In 43 of 100 failed cases, people could not find anything that matched their problem.”

Gartner survey of 5,728 customers

Customer service issues resolved in self-service, and why the rest were not.

Read the source
[01]What you can show

Show the first screen

Walk a new customer through the first minute of the app.

Show the first screen

Tap Create account

Case study

StepLoom recording StepLoom

A real run, from the first click to the shared link, with every number measured.

Read the case study
Click Messages
Tap OPEN THE WEEKLY REPORT
Click Units

Stop losing people at the sign-up screen

Record it once. Send the link. Every customer finishes in their own language.