No-code product tours for fintech companies
Guide customers through verification, funding, and complex financial workflows without waiting on a release. Hopscotch adds guidance on top of your app and never touches the logic that moves money.
What client onboarding teams say on G2
"Hopscotch helps us guide clients through compliance-heavy workflows without overwhelming them. The step-by-step style keeps things clear and manageable."
Steven M., Client Onboarding Manager, mid-market company
"We've replaced dozens of one-on-one walkthrough calls with automated, beautifully-designed product tours, saving us an estimated 25 staff hours per month."
Vanessa W., VP of Marketing, software company
Loved by hundreds of SaaS teams
Where fintech onboarding breaks
Fintech products ask more of users before they deliver value: identity checks, linked accounts, approvals, and settings with real financial consequences.
KYC and KYB steps cause drop-off. Users abandon setup when they don't know which document is needed or why.
Trust is fragile. A confusing screen around payments or permissions reads as risk.
Engineering time goes to compliance and infrastructure. Onboarding copy shouldn't compete for the same sprint.
Users have different jobs. A finance admin, an approver, and an employee with a company card each need different guidance.
Hopscotch lets product and operations teams own that guidance. Engineers install the script once and decide which account properties to expose. Learn more about reducing churn with in-app guidance.
Guide users through verification and setup
Target tours by account status. Users with pending verification see what's needed next, and users who've funded their account see how to make their first transaction. More on user onboarding with Hopscotch.
Explain product and policy changes in context
Use modals and in-app announcements to explain new fees, limits, or features on the screen where they apply, and tooltips to clarify the fields users most often get wrong.
Security your risk team can review
Data is encrypted in transit with TLS 1.2+ and at rest. Hopscotch follows GDPR, uses SOC 2-aligned controls, and only tracks the attributes you configure, so account numbers and balances never need to leave your systems. Read the security details.
Hopscotch integrates with tools you use
FAQs
No. Hopscotch displays guidance on top of your web app. It doesn't modify your application logic, and it only receives the user attributes and events you choose to send.
A user ID and any properties you want to target by, such as account status, plan, or role. You don't need to send balances, account numbers, or other financial data. See our security page for details.
Yes. Segment by any property or event you send, including role, permissions, or account type, so each user sees only the guidance that applies to them.
If you've used tools like Pendo, Appcues, or Userflow and felt like you couldn't get your tours, tooltips, and surveys to look and feel exactly as you want them without jumping through hoops... or spending a boatload... that's the gap Hopscotch is built to close.
Higher ROI: You get way more than you spend with Hopscotch. Starting at $99, Hopscotch has hundreds of out-of-the-box targeting options and analytics to optimize onboarding and reduce churn.
Simplicity: Other tools advertise no-code, but in actuality, require hours of dev work to get going. Hopscotch is truly no-code.
Support: We’re profitable, growing 6x YoY, in large part because we have the best support in the industry. Every plan comes with live support.
Read our highest-in-class G2 reviews for more.
Our handy Chrome Extension enables you to see your experiences in your app without ever bugging a developer! This is available in your dashboard and does not need any code installation.
To go live with your experiences within your actual product or application, you will need to install the Hopscotch code snippet. If you use Segment or Google Tag Manager you may not need a developer, but if not, you will need someone who is able to add the code snippet manually. One line of code is all it takes to use Hopscotch.
Email us at [email protected]. We reply to most inquiries within a few hours.