Wealth & Capital Markets
Recurring Investment Agent
Turn investor intent into a completed, funded recurring plan.
The business problem
Convert investor intent into sustained recurring plans
Investors abandon registration and mandate flows before funding completes. Drop-off happens inside your app, not at a competitor.
What we deploy
Recurring Investment Agent
Guided discovery-to-execution flows with resumable orders, KYC gates, and human confirmation on every transaction.
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
Guided discovery-to-execution with resumable orders
KYC and suitability gates before every consequential step
Human confirmation on transactions with full audit trail
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
- Registration completes but mandate or funding does not
- Product and compliance teams disagree on where users stall
- You need embedded flows, not a separate portal
Production module in the field
Wealth Platform
Case studies, module depth, and technical FAQs for the platform this agent runs on.
Frequently asked questions
What investor journey does this agent cover?+
Discovery through funded recurring plan: resumable orders, KYC gates, and human confirmation on every transaction inside your AMC or bank app.
Is it embedded in our app?+
Yes. The Wealth Platform embeds as an agentic commerce layer inside your existing investor-facing application, not a standalone portal.
How is compliance handled?+
KYC, suitability, and transaction confirmation gates are enforced before execution. Automation assists; humans confirm consequential actions.
Can investors resume abandoned orders?+
Yes. Orders are resumable with state preserved so users pick up where they left off without re-entering data.
Do we own the integration code?+
Yes. You receive deployable code and documentation for the embedded flows, not a black-box SaaS login.
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Ready to scope this agent?
8 to 12 weeks on your exports and operational data. A defensible outcome number before you commit to rollout.