Wealth ManagementIn-App AI Agent

How Motilal Oswal Increased Plan Conversions by 12% with RevRag's In-App AI Agent

Research360, Motilal Oswal's flagship research and investment platform, deployed RevRag's in-app AI agent directly on the plan payment page — turning a high-drop-off moment into a consistent conversion engine.

Motilal Oswal x RevRag AI Case Study

12%

Increase in plan conversions

200+

Additional subscriptions/month

7.2x

Avg interactions per user/month

Realtime

Query resolution (was 1–2 days)

The Challenge

Motilal Oswal's Research360 platform serves a large and growing base of investors and traders seeking high-quality research, stock ideas, and analysis tools. Despite strong product-market fit, the team faced a persistent problem: users were landing on the plan payment page but not converting.

The reasons were clear in hindsight — users had questions about plan features, couldn't reach support quickly enough, and were leaving before completing their subscription. Connectivity with support agents was only around 50%, and even when users got through, resolution took 1–2 days. By that time, the intent to purchase had faded.

The team needed a way to answer user questions instantly, at the exact moment of purchase intent, without adding headcount.

The Solution

RevRag deployed its in-app AI agent directly on the Research360 plan payment page. The agent was trained on plan details, feature comparisons, pricing FAQs, and common objections — allowing it to answer user queries in real time without any human involvement.

Key Capabilities

Instant Query Resolution

Users could ask questions about plans, features, and pricing and receive accurate answers immediately — no wait time, no drop-off while waiting for a callback.

Context-Aware Responses

The agent understood where the user was in their journey and surfaced the most relevant information, reducing friction at the critical conversion moment.

Plan Comparison Guidance

Users frequently asked 'which plan is right for me?' — the agent walked them through a simple comparison based on their investment goals and usage patterns.

Proactive Engagement

Rather than waiting for users to ask, the agent proactively engaged users who had been on the payment page for a set period — nudging them forward before they bounced.

Before & After

Before RevRag

Support connectivity~50%
Avg subscription value₹770
Query resolution time1–2 days

After RevRag

Support connectivity100%
Avg subscription value₹1,000
Query resolution timeRealtime

The Outcome

Within the first month of deployment, Motilal Oswal saw a 12% increase in plan conversions on the payment page — translating to approximately 200 additional subscriptions per month. The average subscription value also increased from ₹770 to ₹1,000, as users were better informed about premium plans and their benefits.

Support connectivity, which had been a significant bottleneck at approximately 50%, reached 100% — every user who needed help got it instantly. Resolution time dropped from 1–2 days to real-time.

Users who interacted with the in-app agent averaged 7.2 interactions per month — a strong signal of engagement depth and platform stickiness.

Beyond Support: Behavioral Intelligence

One of the unexpected wins from deploying RevRag was the behavioral data it surfaced. The agent conversations revealed exactly what questions users had before converting, which plan features caused the most hesitation, and what language resonated with different user segments.

This data fed directly into product and marketing decisions — improving the payment page copy, updating the plan comparison UI, and informing future feature prioritization. RevRag became not just a conversion tool, but a continuous feedback loop between users and the product team.

Conclusion

For Motilal Oswal, the in-app AI agent solved a simple but expensive problem: users with purchase intent were leaving because they couldn't get answers fast enough. RevRag closed that gap — instantly, at scale, and without human involvement.

The result was a measurable increase in conversions, a higher average subscription value, and a dramatically better user experience at the most critical point in the purchase journey.

See what RevRag can do for your platform

Most teams see measurable results within 30 days. Book a demo and we'll show you exactly how the in-app AI agent would work for your use case.

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