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AI Personalised Reels · Seasonal Mutual Fund Campaigns

A personalised seasonal reel for every investor moment.

Tax season, year-end LTCG harvesting, FY-close ELSS / IRA top-up, December retirement-contribution sweep — every seasonal moment built from the investor's actual portfolio and tax position.
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Short, vertical format

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Languages supported

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Message open rate

Spanish

Audio language

Mar 31

Tax-year deadline
For Marcus · Year-end harvesting
Year-end opportunity

Harvest $1,820 in unrealised losses before Dec 31.

Unrealised losses$1,820
Tax saved$546
Days left47
The seasonal-deadline problem

Tax season comes every year. Your investors miss the deadline every year.

Every year your team sends 'top up your ELSS by March 31' or 'tax-loss harvest before Dec 31' as a generic email blast. Most investors archive it. The few who open it can't tell what they specifically should do — should they invest $5,000? $50,000? In which fund? By the time the deadline hits, half your eligible investors have done nothing.

Seasonal isn't a deadline problem. It's a specificity  problem.

What it does

Every seasonal moment gets its own investor-specific reel.

Built from the investor's actual tax position, ELSS / IRA / 401(k) headroom, and unrealised gains/losses. 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

Calendar-driven

Tax season, year-end harvesting, FY-close, contribution-deadline season — your team approves the calendar, we run the motion across every eligible investor.
04 / Agent-first

Ends with the action, not the deadline

Every seasonal reel closes with the specific dollar amount and fund choice for that investor — and a one-tap path to the action, with the advisor as the optional safety net.
The reel journey

A seasonal journey.
Built to make every deadline feel like an opportunity.

Four reels across the seasonal moment. Each one removes a piece of friction — and together they turn 'I should probably do that before March 31' into 'done, $546 saved.'
Moment named

They see the deadline, in their context.

The reel opens with the seasonal deadline named and personalised — 'tax season ends in 47 days, and you have $4,200 of unused ELSS / IRA headroom.' Not a generic 'tax-saving season is here.' Their specific number, their specific deadline.
The investor who sees the deadline alongside their own headroom number doesn't archive the message.
For Sarah · Year-end
Tax year ends in

Days left

47
Your tax bracket24%
Unused IRA headroom$4,200
Tax saving possible$1,008
For Sarah · Health Policy
Your tax saving

Quick view

Top up amount$4,200
Your tax bracket24%
Tax saved $1,008
Suggested fundIndex Plus IRA
Net cost to you$3,192
Personal opportunity

They see exactly what they could save.

A 15-second walkthrough of the actual dollar tax saving available — based on the investor's own bracket, their unused contribution headroom, and the specific fund that fits their existing portfolio. Not 'invest in ELSS / IRA to save tax.' Save exactly $1,008 by topping up exactly $4,200.
The investor who sees the exact dollar tax saving in their own bracket acts. The investor who sees a generic 'save tax with ELSS / IRA' line doesn't.
Timely offer · The Peak

They see the one-time opportunity in their numbers.

The emotional high point. Surfaces what the investor would lose by missing the deadline — 'this $1,008 in tax savings is gone after Mar 31.' Loss-aversion paired with hard deadline. The opportunity has a real expiry, and it's named.
The reel that shows the seasonal opportunity has a real expiry is the reel that gets the action booked before the deadline.
For Sarah · Health Policy
If you miss the deadline

You forfeit

$1,008
Tax savingsForfeited
Recoverable next year?No
Days left 47
For Sarah · Health Policy
Confirm in 90 seconds

Top up your IRA

Amount$4,200
FundIndex Plus IRA
Tax saved $1,008
Tap to confirm→
Easy action

Done in 90 seconds.

The reel closes with the one-tap path — pre-filled with the suggested top-up amount, the suggested fund, and the option to talk to the advisor first. The seasonal reel ends with the action booked, not the email archived.
The seasonal reel that ends with a one-tap action is the reel that turns the annual deadline scramble into a 90-second routine.
Why it lands

Three numbers that change your seasonal 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 action 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 tax calendar, nota generic blast.

Managed end-to-end by Amplispot. Pulls from your investor profiles to personalise tax position, builds the reel, hands off to the advisor when needed. 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

Tax season T-90 / T-30 / T-7, year-end harvesting Nov-Dec, FY-close March, contribution-deadline windows — you set the calendar, we run the motion across every eligible investor.

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

Pre-deadline actions

See a seasonal reel built from a real tax position.

Send us a sample of your investor base with their tax brackets, contribution headrooms, and unrealised gains. We'll build a live seasonal reel flow for the next deadline, so you can see exactly what each investor would receive — and how completion rates change when the message is built around their numbers.

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