---
title: "Financial services"
url: "https://www.clueso.io/industries/financial-services"
updated: "2026-10-15T15:08:31.040Z"
---

# 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.

## Procedure training recorded in your real systems

- **Account data stays hidden** — Clueso blurs account numbers, credentials, and customer records while you record.

- **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.

- Each step of the process on the real screen.

- What to do, in the order to do it.

- A first-week plan for new analysts.

- Step-by-step instructions for routine tasks.

- The steps an auditor will check.

- A desk reference for each procedure.

Record the workflow. Clueso writes the steps.

## Frequently asked questions

### Can we record in production without exposing customer data?

Yes. Clueso blurs account numbers, credentials, and customer records while you record. It can also fill in dummy data instead, so the walkthrough stays readable.

### Can we show a regulator that staff were trained?

Yes, through your LMS. On the Enterprise plan, Clueso exports the course as a SCORM 1.2, SCORM 2004, or xAPI package, with optional quiz questions. Your LMS then records completion and results alongside your other training records.

### Which financial teams use Clueso?

Fintech companies such as Aspire, which built 60+ enablement videos in under three months, and Snappt, which cut a training video from 13–17 hours to minutes. Both are software companies rather than banks, so the workflow carries over and the regulatory setup is yours.