Wealth & Capital Markets
Drop-off Recovery Agent
Detect abandoned registrations and re-engage with a one-tap path back.
The business problem
Convert investor intent into sustained recurring plans
Lapsed registrations, missed instalments, and dormant accounts represent revenue you already paid to acquire. Generic campaigns ignore where the user stopped.
What we deploy
Drop-off Recovery Agent
Lapsed mandates, missed instalments, and dormant accounts routed through governed, compliant re-engagement journeys.
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
Detect drop-off points inside registration and mandate flows
Governed re-engagement with one-tap return paths
Compliant journeys with human confirmation on new transactions
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
- Plan retention lags acquisition metrics
- Call centre reactivation is expensive and untargeted
- Marketing cannot see which step caused abandonment
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 drop-offs does it detect?+
Abandoned registrations, lapsed mandates, missed instalments, and dormant accounts, routed through governed re-engagement journeys.
Is re-engagement compliant?+
Yes. Journeys respect consent, suitability, and regional marketing rules, with human confirmation on any new transaction.
What outcome should AMCs expect?+
Improved plan retention and recovery of stalled investor intent without scaling call-centre headcount proportionally.
Can we see where users abandon?+
Yes. Funnel analytics show the step where drop-off happens so product and marketing target fixes, not generic campaigns.
How is this different from call-centre reactivation?+
Recovery is triggered by in-app events with one-tap return paths, not cold outreach. Call centre handles exceptions the agent routes with context.
Related agents in this area
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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.