Turn Registered Users Into Active Investors
AI agents that educate, profile risk, and guide users through their first investment and SIP setup turning intent into action.
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The Wealth Activation Gap
Millions of users register on wealth platforms every year. Most never invest a single rupee.
70%+ Drop-off Before First Investment
Most users register on wealth platforms but never make a first investment. The gap between sign-up and portfolio creation is where revenue is lost.
Risk Profiling Abandonment
Risk profiling questionnaires are long, confusing, and feel like a test. Most users skip or rush through them, leading to poor product recommendations.
Product Complexity
Mutual funds, SIPs, bonds, and ETFs are confusing for first-time investors. Without education at the right moment, intent turns into hesitation.
How RevRag Converts Registered Users
The right guidance, at the right moment, converts hesitation into investment.
Product Education
The agent explains investment products in plain language at the moment a user is considering them, not in a static FAQ buried in the help section.
Risk Profiling
A conversational risk profile experience that takes 2 minutes instead of 15, and maps to the right product category automatically.
First Investment Guidance
Step-by-step guidance through the first investment flow fund selection, amount, payment, and confirmation with real-time support at every step.
SIP Setup
The agent walks users through SIP setup, explains auto-debit, helps choose the right amount and frequency, and confirms the mandate.
How the Agent Works
User Registers or Returns
RevRag activates when a registered user opens the app but hasn't invested, or when a user starts exploring products.
Education and Profiling
The agent introduces the right product based on user context, runs a conversational risk profile, and recommends options.
Guided First Investment
The agent walks the user through selection, amount, and payment intervening instantly if they hesitate or get confused.
SIP and Cross-sell
Post first investment, the agent suggests SIP setup and introduces complementary products based on the user's profile.
Results Our Customers See
+20%
First investment completion
+15%
SIP setup rate
55%
Fewer support interactions
2 hrs
Typical integration time
Registered is not the same as invested
Close the activation gap and convert your registered user base into an actively investing one.
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