Welcome new customers

Industry: finance

BHuman enables finance companies to warmly welcome new customers by creating personalized videos that appear authentic, fostering a sense of trust and connection from the very beginning.

Workflow guides

See the workflow version of this use case

These workflow guides show how to turn this use case into a repeatable process with triggers, fields, and scripts.

Personalized onboarding milestone videos

Onboarding milestone videos that improve activation

A workflow guide for SaaS, service, and product teams that want onboarding videos tied to signup, first login, activation, and adoption milestones.

Trial activation videos

Trial activation videos that turn signups into active users

A workflow guide for SaaS and product-led teams that want more trial users to take the first key action and reach activation faster.

HubSpot personalized video workflow

HubSpot personalized video workflows with BHuman

A practical guide for using BHuman with HubSpot to send personalized videos after form fills, demo requests, and onboarding milestones.