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AI Personalised Reels · Wealth Advisory

A personalised advisory reel for every wealth client.

Goal planning, annual rebalancing, retirement readiness — every advisory moment visualised with the client's actual portfolio. Replaces 30-page financial plans nobody finishes reading.
0

Short, vertical format

0

Languages supported

0

Message open rate

Spanish

Audio language

$1.2M

Retirement goal
For Marcus · Annual review
Your wealth plan

You're 51% to your $1.2M retirement goal.

Current corpus$612,400
Target $1,200,000
On-track ETAApr 2042
The 30-page-plan problem

Your wealth plan is a 30-page PDF. Your client doesn't finish page 4.

Wealth advisory output is the highest-value, least-consumed asset in financial services. The annual rebalancing review takes the advisor 6 hours to prepare — and the client opens the PDF, scrolls to page 2, and closes it. The advice never gets read, the rebalance never gets done, the retirement projection never lands. Not because the advice is bad. Because the format kills it.

Advisory isn't a content problem. It's a  format
 problem.

What it does

Every advisory moment gets its own advisor reel.

Goal planning, annual rebalancing, retirement projection, tax-harvesting — all visualised in 60-second reels built from the client's actual portfolio. 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

Plan-driven

Triggered by annual review schedule, goal-deadline approach, or rebalance threshold breach. Your advisory team sets the rhythm, we run the motion.

04 / Agent-first

Ends with the advisor call

Every advisory reel closes by booking a 30-minute call with the named advisor — for the real conversation about whether to act, when, and why. Reels prepare the conversation. The conversation closes the decision.
The reel journey

An advisory journey.
Built to make planning visual.

Four reels across the advisory moment. Each one shows the client one piece — and together they make the conversation 4x shorter and 4x more decisive.
Where you are

They see their plan today, on screen.

The reel opens with the client's current snapshot — corpus, allocation, goal progress, expected ETA. Not buried in a 30-page PDF. The first 10 seconds answer 'where am I right now in my financial life.'
The client who sees their full picture in 10 seconds enters the advisor call already prepared.
For Sarah · Annual review
Where you are

Goal progress

51%
Current corpus$612,400
Goal corpus$1,200,000
On-track ETA2042
For Sarah · Health Policy
Allocation drift

Quick view

US Equity52% (target 42%)
Bonds20% (target 28%)
International18% (on)
Cash10% (on)
Action Rebalance
What's drifted

They see what's drifted from the plan.

A walkthrough of the allocation drift — what's now over-weight (e.g., US Equity at 52% vs 42% target), what's under-weight, and what the rebalance would change. Not a 4-page allocation report — a clear visual reel.
The client who sees the drift visually agrees to the rebalance. The client who reads about it in PDF rolls it over to next quarter.
What you'd unlock · The Peak

They see what the rebalance does to their goal.

The emotional turning point. Surfaces what the rebalance would do to the client's actual goal — 'rebalancing now would shave 8 months off your retirement ETA' or 'tax-harvesting this loss saves you $1,820 in April.' The advice translated into the client's actual milestone.
The reel that translates the rebalance into goal acceleration is the reel that makes the rebalance happen.
For Sarah · Health Policy
What you'd unlock

Reach goal

8 months sooner
Pre-rebalance ETADec 2042
Post-rebalance ETAApr 2042
Tax saved +$1,820
For Sarah · Health Policy
Book your review

30-min annual review

Your advisorJames R.
Direct line(212) 555-0142
Slot Tomorrow 11am
Tap to book→
The conversation

The 30-minute review, booked in one tap.

The reel closes by booking a 30-minute call with the named advisor — for the real conversation about whether to rebalance, what to harvest, and what to adjust. The reel prepares the client. The conversation closes the decision.
The advisory reel that ends with a one-tap booking is the reel that turns 6 hours of plan-prep into a 30-minute decisive conversation.
Why it lands

Three numbers that change your advisory book
.

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

Annual-review-to-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 advisory practice, not retrofitted  into a CRM.

Managed end-to-end by Amplispot. Pulls from your portfolio system, generates the advisory reel from the actual client picture, hands off to the advisor for the live conversation. 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

Annual review schedule, goal-deadline windows, rebalance-threshold triggers, tax-harvesting season — you set the cadence, we run the motion across every client.

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

Reviews booked

See an advisory reel built from a real client portfolio.

Send us a sample of your client portfolios and your annual-review schedule. We'll build a live advisory reel flow for a real client, so you can see exactly what your advisor would send before the review — and how it changes the conversation.

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