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AI Personalised Reels · Mutual Fund Milestones

A personalised milestone reel for every moment that matters.

Investment anniversary, first $5,000 in returns, retirement goal hit, step-up SIP completed — every milestone celebrated with the investor's actual journey numbers. The moment that makes a customer become a fan.
0

Short, vertical format

0

Languages supported

0

Message open rate

Spanish

Audio language

6 yrs

Investing journey
For Marcus · 6-year anniversary
6 years with us

$12,400 in returns. Built one SIP at a time.

Started Apr 2020
Total invested$36,000
Current value$48,400
The unrecognised-milestone problem

Your investors hit milestones every quarter. Nobody tells them.

An investor crosses $1 million in portfolio value and gets… nothing. Hits 5 years of SIP discipline and gets… an automated email. Reaches their retirement goal corpus and gets… the same monthly statement. The most relationship-defining moments in wealth management go un-celebrated, un-marked, un-shared.

Milestones aren't a marketing problem. They're a recognition problem.

What it does

Every investor milestone gets its own celebration reel.

Triggered by tenure, gains, goal completion, or step-up milestone. Delivered to their phone. No app, no login, no install. Across SIPs, lump-sums, and goal-based portfolios.
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

Milestone-triggered

Investment anniversary, first $5K / $10K / $25K returns, goal corpus achieved, step-up SIP completed — your wealth team sets the milestones, we run the celebration.
04 / Agent-first

Ends with the next milestone

Every milestone reel closes by surfacing what's possible next — a top-up to reach the next goal, a new goal to start, a long-term horizon to extend. Celebration that opens the next chapter.
The reel journey

A milestone journey.
Built to make every win feel like one.

Four reels across the milestone moment. Each one celebrates a piece — and together they turn a quiet anniversary into the moment the investor brags about their portfolio at dinner.
Moment marked

They see the milestone, named.

The reel opens with the milestone explicitly named — '6 years investing with us' or 'first $5,000 in returns earned.' Not buried in a statement. Front and centre, with the investor's name and the date the milestone was hit.
The investor who sees their milestone explicitly named is the investor who screenshots it and sends it to their family.
For Sarah · 6-year anniversary
6 years with us

You started

Apr 2020
Total SIPs72
Never missed0 bounces
Status Top 8% disciplined
For Sarah · Health Policy
What you built

Quick view

Total invested$36,000
Current value$48,400
Returns +$12,400
Dividends+$1,820
XIRR 11.4%
Value earned

They see what the discipline actually built.

A 15-second visualisation of the gains earned, dividends paid, and tax savings claimed across the journey. Not in marketing language — in their numbers. The reel where 'investing' becomes 'compounding worked exactly like they said it would.'
The investor who sees the dollar value of their discipline is the investor who tells their colleague to start an SIP.
Reward unlocked · The Peak

They unlock something for the milestone.

The emotional high point. Surfaces a real reward for the milestone — a complimentary advisor session, a step-up SIP unlock, an exclusive fund preview, or recognition in your loyalty programme. Not 'thank you for being a customer.' A concrete, named, valuable unlock.
The reel that ends with a real unlock is the reel that creates a fan, not a customer.
For Sarah · Health Policy
Reward unlocked

Complimentary

Goal review
Worth $200
Duration60 minutes
With advisorJames R.
For Sarah · Health Policy
Next milestone

On the horizon

Next milestone$25K returns
Projected Mar 2027
Top-up to reach faster+$200/mo
Tap to book review→
Next milestone

The next chapter, on screen.

The reel closes with the next milestone explicitly visible — 'next milestone: $25K in returns, projected Mar 2027.' Not just celebration. Forward motion. The investor ends knowing exactly what's next and what to keep doing.
The milestone reel that ends with the next milestone is the reel that turns one moment into a journey the investor wants to continue.
Why it lands

Three numbers that change your investor advocacy
.

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

Milestone-driven referral 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 journey, not an automated email.

Managed end-to-end by Amplispot. Triggered by tenure, gains, or goal events from your portfolio system. Hands off to the investor's advisor for the unlock 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

Anniversary every year, $5K / $10K / $25K returns crossed, goal corpus achieved, step-up SIP completed — you set the milestones, 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

Referrals generated

See a milestone reel built from a real investor anniversary.

Send us a sample of your investor base with their start dates, gains, and goals. We'll build a live milestone reel flow for a real anniversary, so you can see exactly what your investor would receive on their next big moment — and how it changes the relationship.

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