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AI Personalised Reels · Mutual Fund Onboarding

A personalised welcome reel for every new investor.

Their first 90 days decide the next 20 years of investing. A short vertical reel — in their language, built from their account data — turns a static welcome PDF into a real beginning. Across SIPs, lump-sum buys, and KYC.
0

Short, vertical format

0

Languages supported

0

Message open rate

Spanish

Audio language

Day 1

Welcome reel sent
Welcome, Sarah · First SIP
Welcome to your portfolio

Here's how to use your account from day one.

Plan Equity SIP
Coverage$500/mo
Joined 2 days ago
The first-90-day problem

A new investor account is just paperwork until someone explains it.

Most new investors never read the welcome kit. They don't know how their SIP is debited, what their NAV means, or who their RM is. By the time markets dip, they don't trust their own portfolio. The first 90 days decide the next 20 years.

Onboarding isn't a paperwork problem. It's an understanding problem.

What it does

Every new investor gets their ownonboarding reel series.

Delivered to their phone in the first 90 days. No app, no login, no install. Across SIPs, lump-sum, ELSS, and KYC.
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 exactly when it matters

Day 1, Day 7, Day 30, Day 90 — your onboarding team sets the cadence, we run the motion.
04 / Agent-first

Ends with their advisor, not a 1-800

Each reel routes the new investor back to their named RM or financial advisor — building the relationship from day one, not after the first market drop.
The reel journey

A 90-day journey.
Built to make them feel invested.

Four reels across the first 90 days. Each one teaches one thing the new investor actually needs — and ends with their advisor, not a help-desk link.
Day 1 · Welcome

They feel like an investor, not an account number.

The journey opens within hours of account activation. The new investor sees their name, their first fund, their folio — and a 30-second reel from their advisor welcoming them personally. The relationship starts before the first market move.
The first message a new investor receives sets the tone for every message after it. A welcome reel changes the entire relationship.
Welcome, Sarah · First SIP
Welcome

You've started investing in

Equity Growth
SIP amount$500/mo
SIP date 5th of every month
Active since2 days
For Sarah · Health Policy
How your SIP works

Quick view

✓ Debit date5th of month
✓ Units at NAVAllotted same day
✓ StatementMonthly email
✓ Portfolio viewLive in app
✓ Pause anytime0 fees
Day 7 · How your SIP works

They actually understand what they signed up for.

A 30-second walkthrough of how their SIP debits, how units get allotted at NAV, and what to expect at month-end. Not a 40-page PDF — a clear visual reel that turns 'I'm investing' into 'I know exactly how my investing works.' Built from their actual account.
An investor who understands their SIP in week one is the investor who keeps it running through the first market drop. That clarity has to be built early.
Day 30 · How to track your portfolio

They know exactly where to see their money grow.

Logging in, reading the NAV, tracking returns, downloading statements — all walked through in their own reel, with their actual portfolio screen on display. The hardest moment of being a new investor — the first time you check your balance — made simple before they ever do it.
The investor who knows how to read their portfolio before the first dip is the investor who never panics during the second.
For Sarah · Health Policy
How to track your portfolio

Login & view your live NAV

$1,028
Invested$1,000
Current value$1,028
Return +2.8%
For Sarah · Health Policy
Meet your advisor

Your dedicated point of contact

AdvisorJames R.
Direct line(212) 555-0142
Office Manhattan
AvailableMon-Fri 9-6
Day 90 · Meet your advisor

They have a name and a face, not a 1-800.

The journey closes with a personal reel from their named RM or financial advisor. Photo, contact, calendar link, voice. The investor ends month three knowing who to call, what they're invested in, and how to read it. Onboarding becomes the moment a relationship begins, not the moment a customer disappears into a CRM.
The new investor who knows their advisor by name in month one is the investor who stays through cycle three — and refers a friend in year two.
Why it lands

Three numbers that change your first-year retention
.

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

First-year SIP continuation 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 onboarding flow, notbolted on to it.

Managed end-to-end by Amplispot. Triggers on account activation, runs the 90-day series, hands off to your 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

Day 1, Day 7, Day 30, Day 90 — you set the onboarding rhythm, we run the motion. Triggers on account activation automatically.

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

Advisor calls booked

See an onboarding reel built from a real new account.

Send us a sample of your new account data — investor profiles, fund allocations, and advisor assignments. We'll build a live 90-day onboarding reel flow for a real new investor, so you can see exactly what they'd receive in week one, before you commit to anything.

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