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AI Personalised Reels · Mutual Fund Transactions

A personalised transaction reel for every investor action.

Lump-sum purchase, SIP installment, redemption, switch, STP, SWP — every transaction confirmed with the investor's actual numbers, NAV, and portfolio impact. Across mutual funds, ETFs, and managed accounts.
0

Short, vertical format

0

Languages supported

0

Message open rate

Spanish

Audio language

Live

NAV at allotment
For Marcus · Lump-sum confirmed
Transaction confirmed

Your $25,000 buy is allotted at today's NAV.

Fund US Equity Index
Units 298.45
NAV $83.76
The transaction confirmation gap

Your investors get a confirmation email. They want a confirmation they can feel.

When an investor invests $25,000, they get a transactional email that looks identical to a shipping notification. No context, no portfolio impact, no advisor voice. The biggest financial moment of their week is treated like a receipt. The transaction confirmation is the most-opened message you send — and the most under-used.

A transaction confirmation isn't a receipt. It's a  trust moment
.

What it does

Every seasonal moment gets its own confirmation reel.

Triggered the moment the trade settles. Delivered to their phone. No app, no login, no install. Across buys, sells, switches, SIPs, STPs, and SWPs.
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

Triggered, not scheduled

Fires the moment a transaction settles in your back office — buy, sell, switch, SIP debit, redemption credit. Your retention team sets the rules, we run the motion.
04 / Agent-first

Ends with portfolio impact, not just a receipt

Every transaction reel closes by showing the investor what just changed in their portfolio — and the next smart action their advisor recommends.

The reel journey

A transaction journey.
Built to turn confirmations into conversations.

Four reels across the transaction lifecycle. Each one shows the investor exactly what just happened — and what it means for everything they own.
Confirmation

They see the trade confirmed in their numbers, not a receipt number.

The reel opens with the actual transaction — fund name, units allotted, NAV, total invested. Not a transaction ID and a 'thank you for your investment' line. The moment the investor sees their own dollars and units, the confirmation stops feeling like a system email and starts feeling like a real event.
A transaction email gets opened in 8 seconds and closed in 4. A transaction reel gets watched to the end.
For Marcus · Lump-sum
Confirmed

You just bought

298.45 units
Fund US Equity Index
NAV today $83.76
Total invested$25,000
For Sarah · Health Policy
Your new allocation

Quick view

US Equity+8% → 42%
Bonds28%
International18%
Cash12%
Total portfolio$612,400
Portfolio impact

They see what this trade just changed in their portfolio.

A 15-second visual showing the new portfolio composition — what shifted, what's now over-allocated, what's now under-allocated. Not a separate dashboard the investor has to log into. The change, surfaced in the same reel, in plain numbers.
An investor who sees the portfolio impact of their trade is an investor who never makes the same allocation mistake twice.
What it cost · What it gained

They learn the tax & fee impact before tax season hits.

The emotional turning point. Surfaces the actual short-term vs. long-term capital gains impact, any exit load on a switch, and any tax-loss harvesting opportunity that just opened up. Not buried in a quarterly statement — surfaced in the moment of the trade.
The investor who knows the tax impact at the moment of the trade is the investor who never gets a tax-season surprise.
For Sarah · Health Policy
Tax & fee impact

This trade triggered

$0 STCG
Holding periodNew buy — no gain
Exit load N/A
Net cost $25,000
For Sarah · Health Policy
Next step

Schedule a portfolio review

AdvisorJames R.
Direct line(212) 555-0142
15-min slotTomorrow 10am
Tap to book→
Next smart action

The advisor follow-up, in the same flow.

The reel closes with a one-tap call-to-action: schedule a 15-minute portfolio review with the named advisor, or set up an SIP top-up to match the new allocation. The transaction reel doesn't end at the receipt — it ends at the next intentional decision.
The transaction confirmation is the one message every investor opens. Stop wasting that attention on a receipt.
Why it lands

Three numbers that change your transaction comms
.

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

Post-transaction advisor engagement 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 trade settlement, not bolted on to your CRM.

Managed end-to-end by Amplispot. Triggers on trade confirmation from your back office. Hands off to the investor's advisor for follow-up. 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

Triggers on every settled trade — buy, sell, switch, SIP debit, SWP credit. You set the trade types, we run the motion. Real-time delivery within 2 hours of settlement.

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

Follow-up trades

See a transaction reel built from a real settled trade.

Send us a sample of your trade book — buys, sells, switches, SIP debits — and your portfolio system access. We'll build a live transaction reel flow for a real trade, so you can see exactly what your investor would receive within 2 hours of the trade settling.

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