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AI Personalised Reels · Mutual Fund Retention

A personalised win-back reel for every at-risk investor.

A 30-second reel that reminds them what they've built — gains earned, dividends paid, years invested. Sent before they redeem. Across mutual funds, ETFs, and managed accounts.
0

Short, vertical format

0

Languages supported

0

Message open rate

Spanish

Audio language

At-risk

Lapse risk score: 78
For Marcus · 6 years with us
What you've built

$12,400 in gains. Don't reset what you've built.

With us 6 years
Total gains$12,400
XIRR 11.4%
The redemption problem

Your at-risk investors don't need a discount. They need to remember why they stayed.

Investors don't redeem because of fees. They redeem because they forgot. Forgot what they earned, forgot the years they've been compounding, forgot the goal they were saving toward. By the time the redemption request goes through, the relationship is already gone. The win-back has to happen before the goodbye.

Retention isn't a fee problem. It's a memory  problem.

What it does

Every at-risk investor gets their own win-back reel.

Triggered by lapse-risk score, SIP cancellation, missed installment, or sudden withdrawal request. 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

Risk-triggered

Triggered by lapse score, SIP bounce, dormant-account flag, or partial redemption. Reaches the investor before the full redemption goes through — not after.
04 / Agent-first

Closes with a human, not autopay

The win-back closes by routing the investor back to their named advisor — for a real conversation about what's changed, not an automated retention discount.

The reel journey

A 4-reel win-back.
Built to remind, not to beg.

Four reels across the at-risk window. Each one says something different — but together they answer the only question that matters: "why should I stay?"
Reel 1 · What you've built

They remember the years they've invested.

The reel opens with the investor's tenure on screen. "You've been investing with us 6 years." Not a discount, not a threat — a reminder that they've already invested. The reel that turns "I'm thinking of leaving" into "wait, look how much I've built here."
Investors don't leave because they want to leave. They leave because they forgot why they stayed.
For Sarah · 6 years with us
What you've built

You've been invested for

6 years
Total invested$36,000
Current value$48,400
Status At-risk: 78
For Sarah · Health Policy
What you got back

Quick view

✓ Gains earned$12,400
✓ Dividends paid$1,820
✓ Tax saved$1,640
✓ XIRR 11.4%
✓ Total back$15,860
Reel 2 · What you got back

They see the dollar value of staying.

The actual gains earned, dividends paid, and tax savings claimed. Not in marketing language — in their numbers. This is the reel where 'mutual funds are just an expense' becomes 'this fund gave me $12,400 in 6 years.'
An investor who can see what their portfolio gave them back is the investor who stops thinking of fees as a cost.
Reel 3 · What you'd lose

They feel the gap before it opens.

The emotional turning point. Surfaces what the investor would lose if they redeem — the compounding curve they've built, the long-term capital-gains rate they've earned by holding past 1 year, the goal corpus that's now visible on the horizon. Not a threat. A loss-aversion reminder of what's on the table.
An investor who can name what they'd lose stops shopping the fee. They start protecting the position.
For Sarah · Health Policy
If you redeem

You would lose

$8,200
Compounding reset-$5,400 / yr
Tax (STCG vs LTCG)-$2,100
Re-entry NAVUnknown
For Sarah · Health Policy
Talk it through

Before you decide, one call

Your advisorJames R.
Direct line(212) 555-0142
15-min slotTomorrow 10am
Tap to book→
Reel 4 · Talk to your advisor

The conversation, not the redeem button.

The reel closes by handing the investor back to their named advisor — for a real conversation about what's changed, what they need, and what to do next. The win-back ends in a phone call, not a redeem-now form. The relationship gets one more shot.
The investor who agrees to one phone call is the investor you keep. The redeem button never beats a real conversation that comes at the right moment.
Why it lands

Three numbers that change your investor lapse rate
.

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

At-risk-investor save 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 at-risk book, not bolted on after the redemption.

Managed end-to-end by Amplispot. Triggered by lapse score, SIP bounce, or partial redemption signal. Your retention team sets the rules, we run the motion.

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

Lapse score above threshold, first SIP bounce, dormant-account day 30, partial redemption flag — you set the rules, 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

Investors retained

See a win-back reel built from a real at-risk investor.

Send us a sample of your at-risk cohort — lapse scores, transaction history, gains records, and tenure data. We'll build a live personalised win-back reel flow for a real at-risk investor, so you can see exactly what they'd receive before the redemption request comes in.

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