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AI Personalised Reels · Mutual Fund Alerts

A personalised alert reel for every investor moment that matters.

Market drop, concentration risk, fund underperformance — every alert explained calmly, with the investor's actual portfolio impact. Replaces panic SMS and 'stay the course' template emails.
0

Short, vertical format

0

Languages supported

0

Message open rate

Spanish

Audio language

-7%

Market drawdown today
For Marcus · Market alert
Market is down

Your portfolio dropped 4.2%. Here's what it means.

Portfolio value$586,800
Day change-$25,600
Recovery historyAvg 67 days
The panic-reaction problem

Markets drop. Your investors panic. Your templated email doesn't help.

When markets drop, your retention team sends the same 'stay the course' email to every investor. The template doesn't show the investor's actual drawdown, doesn't reference their goal horizon, and doesn't sound like a person. By the time the advisor calls, the investor has already pulled out — or worse, posted about it on social.

A market drop isn't a market problem. It's a communication problem.

What it does

Every alert moment gets its owncalm, personal reel.

Triggered by market events, portfolio risk thresholds, or fund underperformance signals. Delivered to their phone. No app, no login, no install.
01 / Data-driven

Feels like it was made just for them

Name, plan, coverage, premium — pulled live from your policy system. Every reel is unique to that customer.

02 / Multilingual

Heard in their own language

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

03 / Timed

Arrives when the rep has a real moment

Fires on market drawdowns above threshold, sector concentration risk, fund underperformance, or volatility spikes. Your retention team sets the triggers, we run the motion.
04 / Agent-first

Ends with the advisor, not the panic button

Every alert reel closes by routing the investor to a 15-minute call with their named advisor — not a generic 'we're here for you' line.

The reel journey

An alert journey.
Built to calm, not to spook.

Four reels across the alert moment. Each one says something different — but together they answer the only question that matters: "what should I actually do right now?"
What just happened

They see the move in context, not in headlines.

The reel opens with the investor's actual portfolio change — not 'markets are down 7%' but 'your portfolio is down $25,600.' Then immediately frames the move against the investor's average historical drawdown and recovery time. Reality, not headlines.
The investor who sees their portfolio drop in context is the investor who stops checking their phone every 20 minutes.
For Sarah · Market alert
Your portfolio today

Down

-$25,600
Drop % -4.2%
Worst sinceMar 2023
Avg recovery67 days
For Sarah · Health Policy
Your goal impact

Quick view

Goal corpus$1,200,000
Pre-drop ETA2042
Post-drop ETA2042 (no change)
Months delayed0
On track?Yes
How it affects your goal

They see whether their goal is actually at risk.

Most market drops don't move the long-term goal needle. The reel makes that obvious — by showing the investor that their retirement goal projection moved by 0.3 years, not 30 years. Loss-aversion deflated with math.
An investor who sees their goal is still on track is an investor who doesn't redeem in panic.
ROI For Their Team · The Peak

They see what happened the last time this happened.

The emotional turning point. Surfaces the actual recovery pattern from the last 3 similar drawdowns — average bounce, time to recovery, what an investor who held vs. one who redeemed actually saw 12 months later. Not generic 'time in the market' platitudes — their fund's actual history.
The reel that shows what history actually did is the reel that stops the redemption from being filed at 11pm.
For Sarah · Health Policy
What history shows

Last 3 drops like this

+18% avg
Mar 2023 drop-7% → +24%
Sep 2022 -9% → +14%
Jan 2022-6% → +16%
For Sarah · Health Policy
Talk it through

Before any decision, one call

Your advisorJames R.
Direct line(212) 555-0142
Next slot Today 4pm
Tap to book→
Talk to your advisor

The conversation, not the redemption button.

The reel closes by handing the investor to a 15-minute call with their named advisor — for a real conversation about what's changed, what they need, and what to do next. The alert ends in a phone call, not a panic redemption.
The investor who agrees to one phone call during a market drop is the investor who keeps every fund. The redemption button never beats a real conversation that arrives at the right moment.
Why it lands

Three numbers that change your panic redemptions
.

95%+

Message open rate

Delivered directly to the channel your investors already check. The right format, in the right place, at the right moment in their financial life.

8+

Languages supported

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

Measurable

Redemption-during-drawdown reduction

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

Built around your risk triggers, not bolted on after the panic.

Managed end-to-end by Amplispot. Triggered by your portfolio system or market data feeds. Hands off to the investor's advisor for live conversation. Your team never touches a video editor.

Managed service

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


Portfolio & CRM integration

Secure pulls from your portfolio system, CRM, and trade book. Real data, real personalisation, real compliance — across CAMS, KFintech, DST, SS&C, and major wealth platforms.

Multilingual by default

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

Configurable cadence

Drawdown above threshold, concentration risk, fund underperformance, sector volatility — you set the triggers, we run the motion. Real-time delivery within 1 hour of the trigger event.

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.

Rep-routing built in

The journey closes by routing the investor back to their named RM or financial advisor, not a generic link.

Enterprise scale

Built for large investor books. Renders personalised reels across hundreds of thousands of investors — every campaign, every cycle.

What you see back

Every tap is a signal. Every reel is measurable.

Unlike a fire-and-forget statement email or quarterly PDF, every reel gives your wealth team a clear view of what actually happened.

Opens

Reels watched

Drop-off points

Advisor clicks

Calls booked vs redemptions

See an alert reel built from a real market event.

Send us a sample of your investor portfolios and your historical alert log. We'll build a live alert reel flow for a real market event, so you can see exactly what your investors would have received during the last drawdown — instead of the templated email.

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