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.

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

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What's blocking Digital Wealths today

Registration completes but mandate or funding does not.

Product and compliance teams disagree on where users abandon.

Call centre reactivation is expensive and untargeted.

Marketing cannot see which step caused drop-off.

Standalone portals split the journey from the app investors already use.

Automation proposals fail compliance review without human confirmation on transactions.

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

Intent to funded plan

Turn investor intent into a completed, funded recurring plan.

See how we deploy this

Drop-off Recovery Agent

Recover abandoned journeys

Detect abandoned registrations and re-engage with a one-tap path back.

See how we deploy this

Distribution Intelligence Agent

Live distributor view

Live trail commission, distributor concentration, and fund targeting for AMC sales teams.

See how we deploy this

See all agents in DiscvrAI Studio

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.

Step 1

Scope

Agree one outcome, baseline KPI, and the exports or systems the agent will read.

Step 2

Deploy

Agent live on your ERP, WMS, or operational files within the engagement window.

Step 3

Measure

Track results against the baseline with named transactions and audit trails.

Step 4

Scale

Expand to adjacent modules or run independently. You own the code from day one.

Questions from buyers in this role

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.

Book a guaranteed assessment