Banks & Financial Institutions
Beyond banking.
Deliver growth‑as‑a‑service.
Your SMB customers aren't short on ambition - they're stretched: pushing to reach the next stage of growth, holding down operating and staffing costs, and trying to adopt AI responsibly instead of jumping on the latest risky bandwagon. Amplifyo lets your bank deliver the missing execution layer - an AI marketing manager for every business customer, packaged as your own growth-as-a-service program.
Funded businesses still fail on marketing. That's a portfolio risk you can remove.
Banks resource growth - capital, roadmaps, advice. But most SMB customers lack the internal marketing capability to act on it, and stalled growth flows straight back into every part of the banking relationship - lending, deposits, payments and beyond.
What your SMB customers face today
- Stuck between stages: most SMBs are fighting to reach the next stage of growth - or simply to hold margin - without the internal marketing capability to get there.
- Disconnected activity: marketing that isn't tracked against the business and financial goals the bank resourced them to pursue.
- AI risk vs. AI relevance: owners know they need responsible AI efficiencies, but the alternative on offer is a jumble of risky, unvetted tools - so many do nothing at all.
- Staffing costs bite: hiring marketing capability is off the table for most SMBs, so growth work either lands on the owner - or doesn't happen, leaving revenue and repayment capacity on the table.
What partnering with Amplifyo changes
- Enhance portfolio health: by providing the execution layer, you support daily SMB operations - lowering failure rates and strengthening every product relationship - lending, deposits, merchant services and more.
- Marketing aligned to financial goals: every plan and campaign is tracked against revenue targets - the same numbers your bankers care about.
- You look like the innovator: we handle the AI infrastructure, RAG architecture and integrations behind your brand.
- Activate your bankers: relationship managers and banking specialists get platform seats, AI-enabled workflows and train-the-trainer onboarding - adding value to customers at scale while streamlining their own day.
- A reason to stay: a tangible, always-on value-add that deepens every SMB relationship - whether that customer banks with you for lending, deposits, payments or merchant services.
Secure portfolio oversight. Automated customer action.
Amplifyo fuses the digitized logic of a senior marketing manager with agentic AI - deployed as a private environment for each of your business customers, under your brand if you choose.
Admin Hub with customer opt-in
With opt-in from your customers, receive a high-level, anonymized summary of activity - so you can see where your program is supporting growth and impact, without touching individual customer data.
Multi-tenancy by design
Each customer gets a private AI marketing environment that keeps their data secure and their brand distinct. Model-agnostic Agentic RAG on AWS Bedrock, with enterprise-grade data privacy and responsible-AI practices. Customer data is never used to train global models.
White-label or co-branded
Position your bank as a tech innovator by branding the platform as your own proprietary tool - or run a co-branded program under both brands. Your brand is validated with every customer interaction.
Precision human intervention
Our marketing specialists can add extra support - or your own banking specialist team can add value to individual customers via the platform, providing the strategic trust expanding businesses need, at SaaS speed.
An in-house marketing manager for every business you bank.
A closed-loop engine: it architects strategy, generates messaging tracked against business goals, executes via integrations, then measures results and prescribes the next step.
Closes the execution gap
The growth plans your bankers help define actually get implemented, supported by an always-on AI hub and engine.
Aligned to financial goals
Marketing strategy is finally tracked against business revenue goals - not vanity metrics.
Strategy in minutes, not weeks
Comprehensive, goal-aligned plans and campaigns generated in under 10 minutes - ready to review and run.
Overcomes labor shortages
Activates SMB leaders, junior staff or admin teams to complete professional marketing tasks in minutes.
Executes via integrations
Creates and deploys campaigns across email, socials and more - and guides offline channel tasks too.
Continuous tracking & guidance
Lead and lag indicators plus intent data autonomously recommend each customer's next best step.
Want the full product detail? Explore every feature - from campaigns to next-step ideas - on amplifyo.com, or see it all live in a demo.
Institutional wholesale pricing, built for portfolio scale.
Access wholesale pricing across your SMB portfolio. Every license covers up to 3 seats per business, so owners and their teams can work together.
Early-partner pricing. Current rates are locked in for 12 months from signing, with feature upgrades included. As the partner program matures, rates for new partners are expected to rise in 2027 - partnering now secures today’s pricing for your first year.
| TierSMB accounts enrolled | Wholesale costPer customer, per month - up to 3 seats | Discount vs. list | Banking specialist team seat |
|---|---|---|---|
| Silver1–20 SMB accounts | $55 /customer/month | 68.4% off | |
| Gold21–100 SMB accounts | $53 /customer/month | 69.5% off | |
| Platinum100+ SMB accounts | $49 /customer/month | 71.8% off |
The wholesale licensing above is in addition to your branding setup: every partnership starts with either full white-labelling ($15,000 setup, then $2,000/year) or co-branding within the application ($5,000 setup, then $500/year) - both detailed below.
All partner tiers include monthly client summary reporting, a 12-month price guarantee with feature upgrades at no extra charge, in-app support for your clients plus direct access to the Amplifyo support team, and bonus workshop tickets for your client incentives. Partner accounts can be set up in as little as 3 weeks. Prices exclude applicable taxes (based on your region).
What a live bank program looks like.
For reference, here is a growth-marketing program currently live in market with a bank's small-business customers, alongside the outcomes real Amplifyo customers report.
A live small-business growth program
Eligible bank customers choose between two tiers - self-serve AI software, or a structured program that adds group coaching cohorts and deep-dive workshops. Eligibility is verified at sign-up, and all services (platform, onboarding, workshops and support) are delivered by Amplifyo. The program pages below are published for reference:
- Two program tiers, one simple sign-up flow
- Zero delivery burden on the bank
- Amplifyo × NAB - exclusive offer →
- NAB growth marketing program →
- Offer pricing shown on live program pages is customer-facing and program-specific - separate from the partner wholesale rates above.
What businesses achieve on Amplifyo
From a construction company building its local brand, to a manufacturer growing leads without an agency, to a retailer keeping sales moving through a 12-month staff transition - Amplifyo customers report faster execution, more consistent output, and marketing finally tied to sales goals.
- "It probably saved me at least a few hours" - construction customer
- More leads and output, no extra headcount
- Read the case studies →
See what growth-as-a-service could look like for your bank.
Choose a full demo or an informal discussion - a 30-minute walkthrough of the platform, the Admin Hub, security architecture and program options, tailored to your SMB portfolio.
- Live demo of the platform your customers would use
- Security, privacy & responsible-AI documentation for your risk team
- Indicative program pricing and rollout plan within days
Prefer to talk first? Reach us via our contact page - we'll come back within one business day.
Book a partner demo
Takes about a minute. We'll do the rest.
