Wealth outcomes for AMC and bank product leaders
Convert investor intent inside your app, not in a separate portal.
Most investor intent stalls inside registration, mandate, and funding flows you already paid to acquire. DiscvrAI deploys embedded agents for guided execution and governed drop-off recovery with compliance gates on every transaction.
Embedded
flows inside your investor app
Resumable
orders with KYC and suitability gates
8 to 12 weeks
scoped pilot on your event logs
What's blocking Digital Wealths today
Agents we deploy for this mandate
Each agent maps to a production module already running in the field. Start from the outcome; we scope the business case on your data before rollout.
Recurring Investment Agent
Turn investor intent into a completed, funded recurring plan.
See how we deploy this
Drop-off Recovery Agent
Detect abandoned registrations and re-engage with a one-tap path back.
See how we deploy this
Distribution Intelligence Agent
Live trail commission, distributor concentration, and fund targeting for AMC sales teams.
See how we deploy this
What changes with agents on your stack
Today
With DiscvrAI
Investors abandon flows with no governed re-engagement path back.
Drop-off Recovery Agent detects stall points and sends compliant one-tap return journeys.
Discovery to funded plan requires multiple disconnected screens.
Recurring Investment Agent guides discovery-to-execution with resumable orders.
Compliance blocks automation because audit trails are unclear.
KYC, suitability, and transaction confirmation gates enforced before execution.
Plan retention lags acquisition with no funnel visibility.
Event logs show abandonment step so product and marketing target fixes.
How we deploy it
8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout.
Scope
Agree one outcome, baseline KPI, and the exports or systems the agent will read.
Deploy
Agent live on your ERP, WMS, or operational files within the engagement window.
Measure
Track results against the baseline with named transactions and audit trails.
Scale
Expand to adjacent modules or run independently. You own the code from day one.
Questions from buyers in this role
Is this a separate investor portal?+
No. Wealth Platform embeds as an agentic commerce layer inside your existing app.
How is compliance handled on automated nudges?+
Journeys respect consent, suitability, and regional marketing rules. Humans confirm any new transaction.
What data do you need for a pilot?+
Registration, mandate, and transaction event logs, plus KYC and suitability rule sets.
Can investors resume partially completed orders?+
Yes. Orders preserve state so users continue without re-entering validated data.
Do we own the integration code?+
Yes. You receive deployable code and documentation for embedded flows.
Scope this outcome for Head of Digital / AMC Product
8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout.