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AI Personalised Reels · Wealth Communications

A personalised portfolio journey for every wealth client.

Short, vertical, spoken in their language — built from the client's actual holdings, returns, and risk profile. Annual reviews, allocation updates, contribution upsells. For private clients, mass affluent, and self-directed investors.
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Short, vertical format

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Languages supported

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Message open rate

Spanish

Audio language

Year

In 90 seconds
For Sarah · Private Client
Annual review

Your portfolio is up 11.4% this year. Here's what's working.

AUM $612,400
YTD return+11.4%
Your bankerJames R.
The conversation gap

Your client gets a 12-page PDF statement every quarter. They open it once a year.

Wealth communication is the most expensive in banking and the least watched. Statements get archived. RM emails get scanned. The annual review is the one moment a year the client actually engages — and it's often the moment they realise the relationship has been transactional. The clients who feel seen stay decades. The ones who feel sent statements move firms.

Wealth comms aren't a statement problem. It's a conversation problem.

What it does

Every wealth client gets their own personalised portfolio reel.

Delivered to their phone. No app, no login, no install. Works across annual reviews, allocation updates, contribution upsells, and mid-year check-ins.
01 / Portfolio-aware

Built from their actual holdings

AUM, allocation, returns, contributions, risk profile — pulled live from your wealth platform. Every reel speaks to one client's real portfolio.

02 / Multilingual

Heard in their own language

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

03 / Cycle-triggered

Arrives at the moments that matter

Year-end review, mid-year check-in, allocation drift threshold, contribution window — your wealth team sets the triggers, we run the motion.

04 / Banker-first

Ends with their banker, in their calendar

The journey closes with a one-tap booking with the named banker — a real conversation about real numbers, not a generic call-back form.

The reel journey

One journey.
From statement to conversation.

Short, vertical, one idea per clip. Each reel turns a portfolio data point into a moment the client actually wants to discuss with their banker.
Portfolio Today

They see where they stand, in 30 seconds.

The journey opens with the client's portfolio in one frame — total value, year-to-date return, allocation. Not a 12-page statement. A clean, glanceable picture of where they are right now.
The client who can see their portfolio at a glance is the client who feels in control of it.
For Sarah · Private Client
Your portfolio

Total AUM

$612,400
YTD return+11.4%
Equity 62%
Fixed income28%
Cash 10%
For Sarah · Private Client
What's working

Where the gains came from

Top performerTech ETF · +24%
Steady earnerMuni bonds · +5.8%
Best decisionRebalance Q2
Vs. benchmark+2.1%
What's Working

They see where the gains came from.

A walkthrough of the wins — which holdings drove returns, which sectors outperformed, which decisions paid off. Not a fund-by-fund table. A short story of what worked this year and why.
Clients don't want more data. They want to know what to feel about the data they already have.
What To Adjust · The Peak

They see one or two things worth talking about.

The emotional high point. Not five recommendations. One or two specific adjustments — an allocation drift, a tax-harvest opportunity, a contribution window — scoped to this client. Concrete enough to discuss, narrow enough to act on.
The wealth reel that suggests two things gets a meeting. The one that suggests ten gets archived.
For Sarah · Private Client
Worth a conversation

Tax-loss harvest opportunity

$8,200
Realisable losses$12,400
Tax savings est.$8,200
Window closesDec 28
Allocation driftEquity +6%
For Sarah · Private Client
Book a 30-min review

Your banker, your pick

Thursday3:00 pm · Video
Friday 11:00 am · Video
Saturday10:00 am · Branch
Your bankerJames R.
Talk To Your Banker

They book the meeting. From the reel.

The final reel is the handoff. James, the client's named banker, on screen. Three calendar slots, one tap. The conversation that used to require a chasing email and a back-and-forth is booked in 10 seconds.
A wealth meeting the client booked themselves is worth ten the banker chased.
Why it lands

Three numbers that change your wealth retention.

95%+

Message open rate

Delivered directly to the channel clients already check, in a format they actually consume — even the ones who never open a quarterly statement.

8+

Languages supported

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

Measurable

Banker meetings booked

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 wealth clients actually engage, not retrofitted into it.

Managed end-to-end by Amplispot. Works across private clients, mass affluent, and self-directed investors. Your team never touches a video editor.

Managed service

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

Wealth platform integration

Secure pulls from your core, payroll, and CRM systems. Real tenure, real balances, real activity history — 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.

Cycle-triggered cadence

Year-end review, mid-year check-in, allocation drift, contribution window — you set the triggers, we run the motion.

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

Every reel routes back to the named banker — with a calendar booking, not a callback request.

Enterprise scale

Built for large wealth books. Renders personalised portfolio reels across tens of thousands of clients — every cycle, every banker.
What you see back

Every tap is a signal. Every reel is measurable.

Unlike a quarterly PDF statement, every reel gives your wealth leadership a clear view of which clients engaged, which bankers booked, and which segments need a real conversation.

Opens

Reels watched

Banker meetings booked

Allocation actions

Tax-harvest uptake

See a portfolio reel built from your own book.

Send us a sample wealth cohort — anonymized holdings, returns, and banker assignments. We'll build a live personalised portfolio reel flow for a real client group, before you commit to anything.

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Founded 2017 · Headquartered in Mumbai, India · Serving customers globally
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