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AI Personalised Reels · Mutual Fund Compliance

A personalised compliance reel for every investor mandate.

KYC re-verification, FATCA / W-9 declaration, nominee mandate, capital gains statement — every regulatory action explained calmly, with the investor's name and deadline. Replaces compliance letters that don't get opened.
0

Short, vertical format

0

Languages supported

0

Message open rate

Spanish

Audio language

14 days

Until deadline
For Marcus · KYC update needed
Action required

Update your KYC by Mar 15. Here's the 90-second path.

Status KYC on hold
DeadlineMar 15, 2026
Time needed~3 minutes
The compliance-letter problem

Your compliance letter goes unopened. Your deadline gets missed.

Regulatory communications — KYC re-verification, FATCA declaration, nominee mandate, capital gains statement — get the lowest open rates of any communication you send. The letter is dense, the deadline is unclear, and the action path involves 4 separate logins. By the time the regulator audits you, half your investors are non-compliant.

Compliance isn't a regulator problem. It's a clarity problem.

What it does

Every compliance moment gets its own 90-second reel.

Personalised with the investor's name, exact missing field, deadline, and one-tap fix path. 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

Deadline-driven

Triggered as the deadline approaches — first reminder at T-30, escalation at T-7, urgent reel at T-1. Your compliance team sets the cadence, we run the motion.
04 / Agent-first

Ends with completion, not confusion

Every compliance reel closes with the one-tap upload, e-sign, or declaration link — pre-filled with the investor's data, no separate login required.
The reel journey

A compliance journey.
Built to make completion feel easy.

Four reels across the compliance moment. Each one removes a piece of friction — and together they turn 'I'll deal with this later' into 'done in 90 seconds.'
Why it matters

They see the consequence in their own portfolio.

The reel opens with the actual consequence of inaction — 'if your KYC isn't updated by Mar 15, your account will be frozen' — paired with the investor's name and current portfolio value at risk. Not a generic compliance disclaimer. Their stake, their deadline.
An investor who sees what they personally would lose acts. An investor who reads a compliance letter doesn't.
For Sarah · KYC required
Action required

Account freeze on

Mar 15
Portfolio at risk$48,400
StatusKYC on hold
Days left 14
For Sarah · Health Policy
What's missing

Quick view

✗ Address proofExpired
✓ Identity proofValid
✓ PAN / SSNOn file
Action neededRe-upload
Document typeUtility bill
What to do

They see exactly what's missing.

A 15-second walkthrough showing exactly what field is missing, what document is needed, and where the upload happens. Not a compliance officer's email saying 'please update your KYC.' Surgical clarity about the one thing the investor needs to do.
The investor who knows exactly which document to upload acts immediately. The investor who has to guess procrastinates.
The 90-second path · The Peak

They see how easy it actually is.

The emotional turning point. The reel shows the actual on-screen flow — 'tap here, snap a photo of your bill, confirm, done.' Not a help-desk article. The actual screen-by-screen path, demonstrated in 15 seconds, ending with the green check.
The reel that shows compliance can be done in 90 seconds is the reel that gets compliance done in 90 seconds.
For Sarah · Health Policy
The 90-second path

Total time

~3 min
Tap link5 sec
Snap document20 sec
Confirm Done
For Sarah · Health Policy
Confirmed

KYC updated

New statusActive
Logged at 11:24 AM
Valid untilMar 2031
Account statusUnfrozen
Confirmation

Done. Confirmed. Logged.

The journey closes with the green check — KYC updated, account active, deadline met. The investor gets a confirmation reel showing the change is logged, with the new compliance status and the next renewal date. Compliance closes with certainty, not a 'we'll get back to you in 5 working days.'
The compliance reel that ends with confirmation in the same flow is the compliance reel that doesn't generate a follow-up support ticket.
Why it lands

Three numbers that change your compliance completion
.

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

Pre-deadline completion rate

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 compliance calendar, nota generic letter.

Managed end-to-end by Amplispot. Triggered by your compliance system, runs the deadline cadence, hands off the completion log to your audit team. Your compliance 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

T-30 first reminder, T-7 escalation, T-1 urgent reel — you set the cadence per regulation, 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.

Advisor-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

Compliance completed

See a compliance reel built from a real KYC backlog.

Send us a sample of your compliance backlog — investors with KYC on hold, missing FATCA declarations, or pending nominee mandates. We'll build a live compliance reel flow for a real cohort, so you can see how completion rates change when the message is built for the investor, not the regulator.

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