Wealth & AMC

Actioneer for wealth platforms and AMCs.

Actioneer reads your CRM and transaction systems to prep every RM, surface the next best product, and win back dormant accounts, read-only, in your cloud.

A Few Things We Do

What Actioneer does for your desk.

recommendReads each client's holdings and ranks the next-best pitch, so RMs lead with the product most likely to land.

person_addRecovers investors who stall in KYC or onboarding, and clears the path to fund them.

autorenewReactivates investors after a dormancy window, before the AUM quietly drifts away.

trending_downFlags accounts showing outflow signals, a paused SIP or a redemption, while there is still time to intervene.

support_agentBriefs the RM with the context and cues for a high-value moment, then hands over a conversation that is pitch-ready.

fact_checkPrepares RMs with consolidated holdings and history before every client conversation.

How It Works

It runs inside your cloud, and only ever reads.

We do not pull your data into our systems. Actioneer is deployed as a private instance inside your own cloud, so everything stays in your environment from the first day.

cloud

We deploy in your cloud

A private instance, inside the environment you already run. Nothing leaves it.

visibility

We connect read-only

The agents read from your systems. They never write back, change a record, or touch production.

smart_toy

The agents do the work

They read, score and explain, then surface what needs your attention, in plain language.

task_alt

Your team acts

You get a ranked list or a clear view, and your people make the call.

Every read is logged, so you always have a full audit trail of what was looked at and when.

Integrations

It reads what you already run.

We connect read-only to the systems your client relationships and money already live in.

Layer 01

Interfaces & Agents

insightsConversational BInotifications_activeProactive AgentscallVoice CampaignsgroupsCRM Campaigns

southAsks · Actsnorth

Layer 02 · Actioneer

Context Layer

hubData Graphaccount_treeKnowledge GraphcognitionMemory & Learningverified_userGovernance Graph

southRead-only

Layer 03

Business Systems

contactsCRMswap_horizTransaction & Booking Systemspie_chartPortfolio MISsync_altRTA Feeds (CAMS / KFintech)databaseData Warehouse

Security

Built to sit inside regulated environments.

Your data stays in your cloud, in India, and never leaves it. Access is read-only and scoped, and every read is logged.

lock

Read-only by default

The agents never write back, post an entry, or change a record.

cloud_done

Inside your own cloud

A private instance in your environment, in India. Nothing leaves it.

visibility

Every read logged

A full audit trail of what was looked at, and when.

verified_user

SEBI-aligned

Built to sit with SEBI expectations on data residency and access.

Outcomes

What changes.

event_availableEvery RM walks in prepped, with the next step already worked out and suitability checked.

recommendThe next product for each client comes with a reason and a line to open with.

restart_altDormant accounts get scored and worked, starting with the ones most likely to come back.

monitoringYou can ask about flows, redemptions and concentration in plain English, any time.

Why Actioneer

Built to act, not just report.

Most tools give you another dashboard, or let a chatbot write into your systems. Actioneer does neither, it reads your data where it lives and hands your team the next step.

Built around your problem. We start from the specific job you need done, not a generic product you have to bend to fit.

Experts on your problem. A team that knows your domain sets it up and gets it working on your data.

Maintained like an in-house team. We keep it running and tuned as your business changes. It does not end with a hand-off.

Frequently Asked

Common questions from Wealth & AMC teams.

Yes. Suitability is built into the ranking, not added on afterwards. The next-product suggestion already takes the client’s profile and mandate into account before it reaches the RM.

No. It does the prep and hands the RM a clear next best action, but the RM still owns the relationship and the conversation. The point is to make each RM’s hour count, not to take their place.

Yes. It is deployed as a private instance inside your own cloud, and your data stays in your environment. Nothing is copied out to us.

No. It is read-only. It surfaces the next best action and the reason for it, but it never places a trade, changes a holding, or writes to your CRM. The RM and your systems do the acting.

Only your own people, under your own controls. Everything runs inside your environment, access is scoped and read-only, and every read is on an audit trail you can see. Client data never leaves your cloud, and there is no copy of it on our side.

CRM nudges are usually simple rules that fire the same prompt for everyone. This reads each client’s actual holdings and activity, ranks the next product with a reason, and tells each RM where their hour pays back most. It works alongside your CRM, not instead of it.