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RENDIVIA

Use case

Onboarding summary video for Fintech

Generate onboarding progress summaries as soon as activation milestones are reached.

Why Fintech teams still ship reports manually

  • Users don't open dashboards regularly to parse performance.
  • Statements and PDFs lack engagement and context.
  • Updates are delayed when assembled manually.
  • Teams need consistent outputs for compliance and support.

Automate onboarding summary video with an API

  • Trigger the workflow when onboarding is complete happens.
  • POST structured data to /render using template onboarding-summary-v1.
  • Render asynchronously at scale and receive a webhook when the MP4 is ready.
  • Deliver the video via in-app, push notification, or secure message center.

Input (structured data)

{
  "brand": "fintech",
  "data": {
    "accountId": "example-accountId",
    "aum": 1250000,
    "chargebacks": 12,
    "deposits": 84200,
    "highlight": "accounts",
    "milestones": "example-milestones",
    "netFlow": 31100,
    "period": "2026-01-14",
    "withdrawals": 53100
  },
  "template": "onboarding-summary-v1"
}

Output (deterministic MP4)

  • 30-45s MP4 video
  • Milestone checklist and completion times
  • Brand styling applied automatically
  • Webhook with output URL

Architecture

Data source / event
  |
  v
Rendivia Render API
  |
  v
Queue + Workers
  |
  v
Remotion templates
  |
  v
Branded MP4 + webhook

How it works

Track milestones

Collect activation steps and completion timestamps.

Render summary

POST to /render with onboarding-summary-v1.

Async processing

We render and return a webhook on completion.

Deliver

Send the recap in-app or via email.

Benefits

  • Improve customer trust with clear, consistent updates.
  • Automate recurring portfolio and account summaries.
  • Deterministic output you can trust in production.
  • A repeatable workflow triggered by onboarding is complete.

Common questions

Can I personalize by user?

Yes. Include the user or account name in the payload.

Does it work for teams?

Yes. Pass team milestones and the template adapts.

Related

Generate onboarding summary video via API

Create an API key and render your first onboarding summary video in minutes.

Get API key