Account data stays hidden
Clueso blurs account numbers, credentials, and customer records while you record.
Training video software for banks and financial services
Training videos for banks and financial services teams
Record a procedure in your core system once. Clueso turns it into a training video and a written procedure, and blurs account data while you record.
Trusted by fintech and financial operations teams
Procedure training recorded in your real systems
Staff see the exact field to use
Auto-zoom moves in on each field the procedure names.
The expert records it, not a trainer
Whoever runs the procedure every day can record it themselves.
A written procedure from the same recording
Clueso writes the step-by-step guide, with screenshots.
Here's what will change for you
Before Clueso
With Clueso
Before Clueso
Procedures lived in slide decks with outdated screenshots
With Clueso
Record the workflow and Clueso writes the steps
Before Clueso
Account data made screenshots risky to share
With Clueso
Clueso blurs account data as you record
Before Clueso
Only the training team could create material
With Clueso
The person who does the work records it
What financial services teams create with Clueso
Core system walkthroughs
Each step of the process on the real screen.
Procedure training
What to do, in the order to do it.
Onboarding ramp paths
A first-week plan for new analysts.
Standard work instructions
Step-by-step instructions for routine tasks.
Regulatory walkthroughs
The steps an auditor will check.
Written job aids
A desk reference for each procedure.
Clueso has been a game-changer for supporting our front-line and office workers. Its intuitive interface and powerful AI let us quickly deliver clear, targeted content, dramatically boosting our productivity. Plus, Clueso's customer support is among the best of any vendor we use. A truly fantastic partner!
Daniel Wood, Director of Learning and Development, Global Partners LP
With Clueso, we created and launched 8 training courses for Duda’s new editor in just one quarter—something we never thought was possible given the resources we had. The ability to make dynamic updates to videos has truly been a game-changer for my team!
Cyrus Dorosti, VP of Customer Success, Duda
As a fast-evolving software product, Personio looks for partners who help us deliver at pace. Clueso has helped us transform our video production, letting our expert video producers focus their time and opening up high-quality video production across our team. We also trust the team at Clueso to be responsive to our needs and innovative for the industry.
Adam Avramescu, VP - Scaled Customer Experience, Personio
We got Clueso to help us create product training videos for customers, and quickly realized we could use it to scale employee training on internal workflows too. What began with a few licenses has expanded across teams. Everyone loves Clueso!
Hillary Deal, Director of Product Training and Enablement, Keyfactor
We're now producing 30+ professional-grade product videos every month. What used to take hours can now be done in just 15 minutes with Clueso.
Krish Ramineni, Co-founder & CEO, Fireflies.ai
Clueso has transformed the way we create learning content at Darwinbox. In just one year, over 100 employees across 20+ departments have adopted Clueso to create engaging, high-impact videos.
Chaitanya Deepak, Associate Director - Learning, Darwinbox
Clueso has helped us reduce video production time by 75%. Before Clueso, we’d spend hours creating a single video, and the cost of making edits to maintain a video was high.
Marianne Sheldon, Director – Learning Experience, Duda
Built for scale
Enterprise-ready from day one
Everything your IT, legal, and business leaders need before they say yes.
SOC 2 & ISO27001 compliant
Enterprise-grade security and data protection built in.
Personalized onboarding and support
Dedicated CSM and onboarding tailored to your workflows.
Team workspace
Manage your entire team, content, & permissions centrally.
Ethical AI policy
Your content is yours. We never use your data to train AI models, and our AI usage policies are fully transparent.
Turn your next procedure into a training video
Record the workflow. Clueso writes the steps.