logo-Amplispot
🏢 Enterprise & Channel Partner

Banks, insurers, franchise networks, distributors, and resellers.
💼 Small Businesses

Local services, clinics, agencies. Website & automations.

Enable

🌐 Agent Websites 🗂️ Content Repository 🧩 Interactive Collaterals 🎯 Pitch Tool 🎓 Training Tool 🧑‍💻 Training Websites

Engage

📧 Branch Email Marketing 🤝 Channel Co-Engage 🔔 Nudge Engine 📹 AI Personalised Reels
📸 Event Photo Sharing
⏱
🗺️ Presence Management
⏱
⭐ Review Management
⏱

Grow

🤝 Referral Marketing 🏆 Sales Gamification
🎮 Employee Gamification
⏱
🧾 Prospect Management
⏱
📝 Blogs
About Us Careers Contact
Get Demo
AI Personalised Reels · Investor Education

A personalised explainer reel for every investor question.

SIP, NAV, XIRR, compounding, tax, risk profile — every concept explained with the investor's actual numbers, not generic charts. Replaces blog posts and static calculators they never finish reading.
0

Short, vertical format

0

Languages supported

0

Message open rate

Spanish

Audio language

30s

One concept per reel
For Marcus · How XIRR works
XIRR explained

Your XIRR is 11.4%. Here's what that actually means.

Total invested$36,000
Current value$48,400
XIRR 11.4%
The explainer-PDF problem

Your investor education is a PDF. Your investors live on YouTube and reels.

Investor education in wealth management is broken. PDFs don't get read. Blog posts get one scroll. Webinars get 18% completion. Meanwhile your investor watches 47 reels on their phone the same evening. Education isn't a content problem. It's a format problem — and a relevance problem.

Education isn't a content problem. It's a format problem.

What it does

Every investor gets their own explainer reel.

One concept per 30-second reel, built from the investor's actual portfolio. 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

Profile-matched

First-time investor gets 'how SIP works.' Tax-bracket investor gets 'how ELSS / IRA saves you money.' Pre-retiree gets 'how SWP works.' Same library, different sequence per investor.
04 / Agent-first

Ends with the next investing decision

Every education reel closes with a single, concrete next action — open an SIP, increase a contribution, schedule a review with the advisor. Education that doesn't end in action is just content.
The reel journey

An education journey.
Built to teach in their own numbers.

Four reels across one concept. Each one teaches a piece — and together they turn 'I don't really understand this' into 'I get it, let's do it.'
Relevance

They see the concept in their own portfolio.

The reel opens by surfacing the concept in the investor's actual numbers. 'XIRR' isn't explained with a generic chart — it's explained with the investor's own 11.4% XIRR on screen. The first 5 seconds answer 'why should I care.'
An investor who sees the concept in their own numbers doesn't ask 'why does this matter to me.' They already know.
For Sarah · XIRR explained
Your XIRR

Your portfolio earned

11.4%
Invested over time$36,000
Current value$48,400
Annualised return11.4% XIRR
For Sarah · Health Policy
In plain English

Quick view

What XIRR isAnnualised return
Why it mattersBeats simple %
Counts what?Every $ + when
Your number11.4% / yr
BenchmarkS&P: 10.5%
Plain language

They learn what it actually means.

A 15-second plain-English explanation of the concept — no jargon, no acronyms unwrapped without context. 'XIRR is your annualised return on every dollar, accounting for when each dollar was invested.' Said once, said clearly.
The concept that gets explained in plain English in 15 seconds is the concept the investor will explain to their spouse the same evening.
Applied to their portfolio · The Peak

They learn the concept in their own context.

The emotional turning point. The reel shows what the concept *means* for the investor — 'your 11.4% XIRR is beating the S&P. That's $720 more than a passive index fund would have earned.' Not theory. Their actual outperformance, in their actual dollars.
The reel that shows the concept applied to the investor's own portfolio is the reel that ends with "huh, I get it now."
For Sarah · Health Policy
What this means for you

You're beating the S&P by

+0.9%
Your XIRR11.4%
S&P 500 XIRR10.5%
Outperformance$720
For Sarah · Health Policy
Next step

Schedule a portfolio review

Your advisorJames R.
Direct line(212) 555-0142
Topic XIRR & rebalance
Tap to book→
Confident action

They know what to do next.

The reel closes with the next concrete action — schedule a portfolio review, increase the SIP, switch to a better fund, or just keep going. Each routed to the named advisor for a real conversation if needed.
Education that doesn't end in action is just content. The reel that ends with a clear next step is the reel that moves the investor forward.
Why it lands

Three numbers that change your investor IQ
.

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

Education-to-action conversion lift

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 investor profile, nota one-size syllabus.

Managed end-to-end by Amplispot. Pulls from your CRM to match concept to investor stage, builds the reel from their portfolio, hands off to the advisor. 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

Triggered by investor lifecycle stage — first SIP, first redemption, first market drop, first tax season. You set the curriculum, 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

Concepts mastered

See an education reel built from a real investor portfolio.

Send us a sample of your investor portfolios and the concepts your team explains most. We'll build a live education reel flow for a real investor, so you can see how the explainer lands when it's built from their numbers — not a generic chart.

logo-Amplispot
Amplispot builds intelligent platforms that simplify communication and drive measurable business outcomes.
Visit our FacebookVisit our InstagramVisit our TwitterVisit our LinkedInVisit our YouTube channel
Phone:
+1 (718) 516-1216
+91 99307 33234
Sales and Support:

Enterprise:
© 2026 Amplispot. All rights reserved.
Founded 2017 · Headquartered in Mumbai, India · Serving customers globally
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram