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AI Personalised Reels · Account Onboarding

A personalised welcome journey for every new account holder.

Every member of your distributed workforce — agents, advisors, branch teams, channel partners — gets the digital tools to sell, engage, and grow. Set up and fully managed by Amplispot. Adopted by your teams without training, without new workflows, without overhead.
0

Short, vertical format

0

Languages supported

0

Message open rate

Spanish

Audio language

Day 1

First-day activation
For Sarah · Savings Account
Welcome

Your account is open. Here's what's inside.

Account•••• 8421
BranchMidtown
Your bankerJames R.
The first-day gap

You spent six months getting them to open the account. Then you sent them a PDF welcome kit.

The first 72 hours after a new account opens decide everything — whether the customer logs in, sets up direct deposit, downloads the app, or quietly forgets the account exists. The standard welcome flow is a generic email, a printed kit in the mail, and a hopeful nudge two weeks later. By then, the customer has already chosen what to do — and most often, that's nothing.

Onboarding isn't a setup problem. It's a first-day problem.

What it does

Every new account holder gets their own personalised welcome reel.

Delivered to their phone within hours of account opening. No app, no login, no install. Works across savings, checking, brokerage, and small-business onboarding.
01 / Account-aware

Built from their actual new account

Account number, branch, banker name, product features they specifically signed up for — pulled live from your core banking system. Every reel speaks to one customer's actual account.
02 / Multilingual

Heard in their own language

English, Spanish, French, Mandarin and more — auto-generated per customer, matched to their preference.

03 / Day-1 timed

Arrives in the activation window

Day 0, day 1, day 3, day 7 — your onboarding team sets the cadence, we run the motion in the window where activation actually happens.

04 / Banker-first

Ends with their banker, not a helpline

The journey closes by introducing the customer to their named banker — with a calendar slot, not a generic 1-800 number.

What it does

One journey.
From account opened to account used.

Short, vertical, one idea per clip. Each reel earns the next — the customer takes the first action because they understood what to do, not because they got a fourth email.
What it does

They feel the account is real, in their name.

The journey opens with the customer's actual account on screen — number, branch, the banker who'll know them. Not a stock-photo welcome video. A confirmation that this account belongs to them, today.
The first 30 seconds after a customer opens an account decide whether they ever use it.
For Sarah · Savings Account
Welcome aboard

Your new account

•••• 8421
TypeHigh-Yield Savings
BranchMidtown
APY4.10%
For Sarah · Savings Account
What's inside

Your account, unpacked

✓ APY on balance 4.10%
✓ ATM network55,000 free
✓ Mobile depositIncluded
✓ Overdraft buffer$50 free
✓ FDIC insuredUp to $250K
What You've Got

They see what's actually in the account they opened.

A walkthrough of what comes with this specific account — the features they signed up for, the perks they may not have read about, the limits and benefits that actually apply to them. Not a feature dump. A personal tour.
A customer who knows what their account does uses it more, complains less, and stays longer.
How To Use It · The Peak

They take the first action — and it works.

The emotional high point. The customer is walked through their first real action — set up direct deposit, link an external account, schedule the first transfer. Not an instruction manual. A 30-second guided motion that ends in a successful first transaction.
The account that gets used in week one is the account that's still open in year five.
For Sarah · Savings Account
First action

Set up direct deposit

3 taps
Step 1 Tap below
Step 2 Pick your employer
Step 3 Confirm — done
Time Under 2 minutes
For Sarah · Savings Account
Your banker

James, your banker at Midtown

Branch Midtown · 5th Ave
Direct lineOn file
First chat 15 min · your pick
With you since Today
Meet Your Banker

They know who to call. By name.

The final reel introduces the customer to their named banker — face, branch, direct line, and a one-tap calendar slot for a 15-minute first conversation. The relationship starts before any problem does.
A customer who knows their banker's name calls them. A customer who only has a 1-800 number switches banks.
Why it lands

Three numbers that change your day-1 activation.

95%+

Message open rate

Delivered directly to the channel customers already check, in the 72-hour window where account activation actually happens.

8+

Languages supported

English, Spanish, French, Mandarin and more — auto-generated per customer from their data, not a roadmap item.

Measurable

Day-1 activation lift

In managed pilots, AI Personalised Reels produced consistent, measurable gains on this metric vs. legacy reminder workflows. Pilot data shared on request.
Built for banking

Built around your onboarding workflow, not retrofitted into it.

Managed end-to-end by Amplispot. Works across savings, checking, brokerage, and small-business onboarding. Your team never touches a video editor.

Managed service

Tech, design, and ops handled in-house. You get outcomes, not a tool.

Core banking integration

Secure pulls from your core banking and CRM systems. Real account data, real banker assignments, real personalisation — within the bank's security perimeter.

Multilingual by default

Audio auto-generates in the customer's preferred language. Eight languages supported out of the box, more on request.

Day-windowed cadence

Day 0, day 1, day 3, day 7 — you set the cadence, we run the motion in the window activation actually happens.

Channel-native delivery

No app, no install, no login. A link in a message. A reel player in the browser — on any device, any channel.

Banker-routing built in

The journey closes by routing the customer back to their named banker, not a general helpline.

Enterprise scale

Built for large new-account volumes. Renders personalised welcome reels across hundreds of thousands of new accounts — every cohort, every branch.
What you see back

Every tap is a signal. Every reel is measurable.

Unlike a printed welcome kit, every reel gives your onboarding team a clear view of what was opened, what was actioned, and which accounts went silent.

Opens

Reels watched

First-action rate

Banker meetings booked

Day-30 active accounts

See a welcome reel built from your own new accounts.

Send us a sample of last week's new account openings and your branch banker assignments. We'll build a live personalised welcome reel flow for a real cohort — so you can see exactly what your new customers would see in their first 24 hours, before you commit to anything.
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Founded 2017 · Headquartered in Mumbai, India · Serving customers globally
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