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Industries · Banking and insurance

Every customer understands what they signed up for

The welcome, the card nobody activates, the policy nobody reads. A video with their name, their product and what to do next. And you decide whether your customer base leaves your bank at all.

Let us Amaze youSee the RappiPay case

A man checks his phone at a holiday dinner

Moments in the customer’s life

  • Welcome

    Their product, explained by name

    Their card, account or policy, with what it covers and what to do now. Fewer calls asking what they signed up for.

  • Activation and cross-sell

    The video ends in an action

    Activate the card, apply for the one that’s already pre-approved or renew the policy, with a button at the end of the video.

  • Year in review

    Their year, in their video

    What they saved, where they used the card or what the policy covered, told to each customer.

Your customer base stays where it is

It’s the first thing your security team asks. We agree with them how data gets to us: from one link per customer with non-sensitive data, sent by your bank, to projects where the video is put together on the customer’s phone, inside your app, and no data reaches Amaze at all.

  • No personal data retained
  • DORA: controls in our Trust Center
  • GDPR
  • ISO 27001:2022
  • SOC 2 Type II report

Open the Trust Center

What banks, card issuers and insurers say

  • Amaze was key to our awareness campaigns, brand promotion during the World Cup, and product presentations, especially in Mexico. The team is super creative, professional, and innovative.

    Rodrigo Valiente VP Head Digital Latam, Chubb
  • Amaze has been our partner on multiple campaigns. What makes them unique is their ability to combine creativity and technology in an unusual way.

    Mariano Ferrer Director, Global Brand & Card Benefits & Member Experiences, American Express

See all case studies

What people usually ask us

How long does it take?

4 to 6 weeks from approved script; an agent, 6 to 8. Vendor onboarding is separate, so it’s worth starting early.

What if a customer has questions afterward?

An AI agent can answer at any hour, in their language and only with what you approve, and hand anything outside its scope to a person.

What should each customer understand?

Tell us which product or moment you want to explain, and we’ll get back to you to set up a call.

Let us Amaze you

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