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AI Personalised Reels · Mutual Fund Upsell

A personalised upsell reel for every investor opportunity.

SIP top-up, NFO pitch, idle-cash deployment, ELSS / IRA / 401(k) top-up, goal-based cross-sell — every reel built from the investor's actual portfolio gaps. The pitch lands because it shows the investor what they're missing, in their numbers.
0

Short, vertical format

0

Languages supported

0

Message open rate

Spanish

Audio language

$8,200

Idle cash detected
For Marcus · Top-up suggested
Reach your goal sooner

Top up your SIP by $200 — reach retirement 2 years sooner.

Current SIP$500/mo
Suggested+$200
Goal saved2 yrs sooner
The blast-email problem

Your upsell email goes to 100,000 investors. It pitches one product.

Most wealth upsell campaigns fail because the pitch is the same for every investor. The conservative 60-year-old gets the same NFO pitch as the aggressive 28-year-old. The investor with $50K idle cash gets the same SIP top-up as the one with $500. Generic pitch + generic CTA = generic ignore.

Upsell isn't a pitch problem. It's a  personalisation
 problem.

What it does

Every upsell pitch gets its own investor-specific reel.

Built from the investor's actual portfolio gaps, idle cash, goal horizon, and risk profile. 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

Gap-triggered

Fires when the investor's portfolio reveals a top-up opportunity — idle cash, SIP under-funding, missing tax-saving allocation, ELSS / IRA / 401(k) headroom. We run the analysis, you approve the pitch.
04 / Agent-first

Ends with the advisor, not autopay

Every upsell reel closes by routing the investor to a 15-minute call with their named advisor — for a real recommendation, not a one-tap autopay link.

The reel journey

An upsell journey.
Built to feel like a recommendation, not a pitch.

Four reels across the upsell moment. Each one says something different — but together they make the investor want to take the call.
Recognition

They see the gap in their own portfolio.

The reel opens with the investor's actual portfolio gap — 'you have $8,200 in idle cash earning 0.5%' or 'your retirement SIP is $200 short of your stated goal.' Not a generic 'have you considered...' opening. Their gap, in their numbers, on screen.
An investor who sees the gap in their own portfolio doesn't argue with the pitch. They want the fix.
For Sarah · Idle cash detected
In your account

Idle cash

$8,200
Earning0.5% / yr
Could earn 5.2% / yr
Annual delta+$385
For Sarah · Health Policy
Cost of doing nothing

Quick view

Over 1 year-$385
Over 5 years-$2,140
Over 10 years18%
Cash-$5,180
To retirement-$24,800
Why it matters

They learn the cost of doing nothing.

A 15-second visualisation showing the actual dollar cost of leaving the gap unfixed — over 1 year, 5 years, and to-goal. Not loss aversion as a tactic — loss aversion as math the investor can verify.
An investor who can name the cost of doing nothing stops procrastinating the decision.
What you'd unlock · The Peak

They see exactly what the upsell does to their goal.

The emotional high point. Surfaces what the upsell would do to the investor's actual goal — 'reach retirement 2 years sooner' or 'add $48,000 to your retirement corpus.' The number the pitch turns into a goal acceleration the investor can feel.
The reel that shows the upsell impact on the investor's actual goal is the reel that turns "maybe later" into "let's book the call."
For Sarah · Health Policy
What you'd unlock

Reach your goal

2 years sooner
Add to portfolio+$48,000
At retirement+9.6% corpus
Monthly cost$200
For Sarah · Health Policy
Talk it through

Get the right recommendation

Your advisorJames R.
Direct line(212) 555-0142
Next slot Tomorrow 11am
Tap to book→
Talk to your advisor

The pitch closes with a person, not a payment link.

The reel closes by handing the investor to a 15-minute call with their named advisor — for a real recommendation about whether the top-up is right for them, given their full picture. The upsell ends in a phone call, not a one-tap autopay.
The investor who books the advisor call after the upsell reel is 4x more likely to actually take the action — and 8x less likely to regret it.
Why it lands

Three numbers that change your upsell take-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

Upsell-to-advisor-call conversion 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 portfolios, nota one-size pitch.

Managed end-to-end by Amplispot. Pulls from your portfolio system to identify gaps, builds the pitch, hands off to the 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

Idle cash detection, SIP top-up gap, tax-saving headroom, NFO match — you approve the trigger logic, we run the motion across every investor in your book.

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

Top-ups confirmed

See an upsell reel built from a real portfolio gap.

Send us a sample of your investor portfolios and your upsell product mix. We'll build a live upsell reel flow for a real investor with a real gap, so you can see exactly what they'd receive — and how the pitch lands when it's built from their numbers.

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