Wealth & Capital Markets
Distribution Intelligence Agent
Live trail commission, distributor concentration, and fund targeting for AMC sales teams.
Target outcome: Live distributor view
The business problem
Convert investor intent into sustained recurring plans
AMC sales teams lack a unified view of trail commission, distributor concentration, and which funds to push in which geography. Tracking is manual across a fragmented network.
What we deploy
Distribution Intelligence Agent
Internal distribution intelligence for AMCs: scheme and distributor performance, trail commission reconciliation, concentration risk, and plain-English recommendations on which funds to push where.
How this agent runs
Every agent follows the same operating loop on your stack: audit the evidence, decide with confidence scores, execute with human approval, and record results back to your systems.
Audit
Full coverage on the transactions and documents you choose: contracts, invoices, dispatches, disputes.
Decide
Confidence-scored recommendations with counterfactuals, tax feasibility, and policy rules applied first.
Execute
Human-in-the-loop for consequential actions. Agents prepare; your team approves.
Record
Clean results posted back to your ERP, WMS, or operational systems with a full audit trail.
What we need from you
Data and systems
- Registration, mandate, and transaction event logs from your app
- KYC, suitability, and compliance rule sets
- Sample drop-off cohorts and current re-engagement journeys
Typical timeline
Embedded flows or recovery journeys scoped in 8 to 12 weeks. Full rollout inside your investor app after compliance sign-off.
8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout. We agree the baseline and success metric before deployment starts.
Key capabilities
Live brokerage and trail commission panels by scheme and distributor
Concentration and rate-disparity risk surfaced automatically
Fund targeting recommendations by distributor segment and geography
How we deploy it
8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout. Same operating model on every agent: scope, deploy, measure, then scale or hand off.
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.
Good fit if
- Trail reconciliation is periodic and spreadsheet-driven
- No single view of underperforming or over-indexed distributors
- Sales pushes funds without data on geography or segment fit
Production module in the field
Distribution Analytics
Case studies, module depth, and technical FAQs for the platform this agent runs on.
Frequently asked questions
Is this the investor-facing Wealth Platform?+
No. Distribution Intelligence is an internal AMC sales and distribution tool. The Wealth Platform is embedded investor-facing commerce.
What does it track live?+
Trail and brokerage commission by scheme and distributor, concentration risk, rate disparities, and month-over-month performance trends.
Can we ask questions in plain English?+
Yes. An AI chat interface sits on the same data as the dashboard for ad hoc distributor and scheme questions.
Does it recommend which funds to push?+
Yes. A targeting module recommends funds for distributor segments and geographies based on performance and concentration signals.
What data do you need to start?+
Scheme master, distributor mappings, trail commission files, and AUM or sales feeds you already maintain, typically via secure exports.
Ready to scope this agent?
8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout.