A personalised explainer journey for every customer.
Short, vertical, spoken in their language — banking concepts explained in the context of the customer's actual income, balances, and goals. Mortgage eligibility, year-end retirement contributions, credit score, refinancing math. Across retail, wealth, and small-business books.
You can still contribute $4,200 to your IRA before April 15.
Income tier
Premier
Contributed YTD$2,800
Limit remaining$4,200
The context gap
Your customer Googles the question instead of opening your guide. The guide already explained it.
Banking is full of concepts customers don't fully understand — mortgage eligibility, IRA limits, credit score factors, refinancing math, tax-loss harvesting. The bank knows the answers and writes detailed PDFs. The customer Googles the question anyway, gets it half-right, and makes a decision based on a generic article. The bank's content was right. It just wasn't in the customer's life.
Confusion isn't a content problem. It's a context problem.
What it does
Every customer gets their ownpersonalised explainer reel.
Delivered to their phone. No app, no login, no install. Works across mortgage eligibility, IRA/401k contributions, credit score education, refinancing math, and tax-saving windows.
01 / Customer-aware
Explained in their actual numbers
Not a generic "how does a mortgage work." Their income, their down payment, their existing debt, their credit tier — explained with their numbers, for their decision.
Mortgage shopping window, year-end tax window, credit pull, life event — your education team sets the triggers, we run the motion when the customer is actually searching.
The journey closes by pointing the customer to the next action — apply, contribute, talk to a banker — not a vague "learn more" link to another article.
Short, vertical, one idea per clip. Each reel builds on the last — the customer leaves understanding the concept, applied to their own life, and ready to act on it.
Question, Named
They see the question they actually have.
The journey opens by naming the question — not the bank's preferred topic. "How much can you contribute to your IRA this year?" "What's your real mortgage eligibility?" The customer sees themselves in the question before any answer is given.
The question the customer is actually Googling beats the FAQ the bank wrote, every time.
For Sarah · Premier Customer
Year-end question
How much you can still contribute
$4,200
IRA limit 2026$7,000
Contributed YTD
$2,800
Window closesApr 15
For Sarah · Premier Customer
In plain English
What an IRA contribution actually does
If you contribute$4,200 more
Tax bracket24%
You save now~$1,008
Plus growth over 20 yrsCompounded
Plain Language
They hear the concept the way a friend would explain it.
No jargon. No fine print read aloud. The concept is broken down the way a friend who happens to know finance would explain it — in the customer's own language, against their real numbers.
If the explainer uses a word the customer wouldn't, it failed before it started.
Applied To Their Numbers · The Peak
They see their actual decision in front of them.
The emotional high point. A concrete "if you contribute X" walk-through using their own income and tax bracket. Not a calculator they have to fill in. The numbers are already there. The decision is in front of them.
An example with the customer's own numbers beats ten paragraphs of fine print.
For Sarah · Premier Customer
Your decision
If you contribute today
$1,008
Contribution
$4,200
Tax saving (this year)
$1,008
Funded from
•••• 8421
Settles in
1 business day
For Sarah · Premier Customer
Act now
One tap, one decision
Contribute $4,2001 tap from below
Talk to banker firstJames R.
Set up auto-monthly$580 / mo to max
Window closesApr 15
Next Step
They know exactly what to do — and can do it now.
The final reel closes the loop. One tap to contribute, one tap to talk to a banker, one tap to set up the auto-contribution that means this isn't a question next year. Education ends in action, not in another article.
A customer who learned the concept and acted on it the same day is a customer who never has to be re-educated.
Why it lands
Three numbers that change how your customers decide.
95%+
Message open rate
Delivered directly to the channel customers already check, in the moment they'd be Googling the question anyway.
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 how customers actually learn, not retrofitted into it.
Managed end-to-end by Amplispot. Works across retail, wealth, and small-business books. Your team never touches a video editor.
Managed service
Tech, design, and ops handled in-house. You get outcomes, not a tool.
Customer data integration
Secure pulls from your core banking and digital channel systems. Real account data, real transaction history, 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.
Question-triggered cadence
Mortgage shopping window, year-end tax window, credit pull, life event — you set the triggers, we run the motion when the customer is actually searching for the answer.
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 for anything a reel can't answer.
Enterprise scale
Built for large books. Renders personalised explainer reels across millions of customers — every concept, every segment.
What you see back
Every tap is a signal. Every reel is measurable.
Unlike a help-centre PDF, every reel gives your education team a clear view of what was understood, where customers acted, and which concepts still need a banker conversation.
Opens
Reels watched
Action-after-learn rate
Banker meetings booked
Support-call deflection
See an explainer reel built from your own book.
Send us a customer cohort and one concept your customers always ask about. We'll build a live personalised explainer reel flow for a real group, so you can see exactly how your customers would learn it — and act on it — before you commit to anything.