AMCs, brokers, wealth platforms and distributors

Agents that handle investor calls, from account opening to the annual review

Know

Voice fraud in wealth targets the payout account

Actioneer classifies the caller before the agent can act. Changes to the bank mandate, payout account or nominee always need a secure flow outside the call

Verified investor

Identity and registered number checked before any holding or value

Investor’s AI assistant or aggregator

Authorisation checked; documents go to the registered email only

Suspected voice clone

Mandate, mobile and nominee changes refused; audio goes to your fraud team

Measure

Your rules, checked on each call

Every live call and message is scored against your rubric. Before deployment, any new agent version that fails a critical rule in testing is blocked

How scoring works

Missed SIP instalment

Rubric
  1. Investor verified before account details
  2. Assistant and recording disclosed
  3. No investment advice
  4. Bank changes via secure flow only
  5. Failure reason captured
  6. Next debit confirmed

Systems it connects to

  • CAMS
  • Exotel
  • Twilio
  • Temenos Wealth
  • SS&C
  • Genesys
  • InvestCloud
  • Avaloq
  • FIS
  • WhatsApp Business Platform
  • KFintech
  • Salesforce FSC

Regulations by region

India

5 regulations

Written into each agent’s rules and checked on every call

  1. SEBI Mutual Funds Regulations
  2. SEBI KYC (KRA) norms
  3. AMFI Code of Conduct for distributors
  4. SEBI CSCRF
  5. DPDP Act 2023
Security and compliance details

Security & compliance

Enterprise-grade security for your most sensitive conversations.

Actioneer meets the standards your security, compliance and legal teams hold every vendor to, so AI agents can handle investor conversations with your full confidence.

  • SOC 2 Type II
  • ISO 27001
  • HIPAA
  • GDPR
  • CCPA

Inside your private cloud

Run Actioneer in your own cloud account, alongside your existing model services.

Fully air-gapped

Isolated deployments with no outside connectivity, for your most sensitive lines of business.

Your region, your models

Choose your inference region, provider and model version to meet data-residency needs.

Common questions

Do agents give investment advice?

No. Agents give facts from your records: holdings, transactions, SIP status and what is pending. They make no recommendations, return claims or suitability calls. When an investor wants advice, the agent books a registered advisor in the same conversation and sends them the brief.

Can a caller change bank details, nominee or contact details by voice?

No. Those changes go through your secure flow, such as the app, a one-time code or a signed form. Payout details can’t be changed by voice, and suspected clones are routed to your fraud team.

How do agents stay within our regulator’s rules?

Disclosures, scripts and contact rules are set per product and region. All conversations are recorded and retained under your record-keeping policy, and each one is scored against your rubric.

Where does investor data live?

In your own cloud account or a fully air-gapped deployment, in the region you choose, with the model provider and version you choose. Agents are trained on your own investor results inside that boundary, and a new version goes live only if it beats the current one on your rubric.

Which languages do agents speak?

More than 20 languages and accents, including Hindi and other major Indian languages, Arabic and English. Agents switch when the investor does, and all languages are scored against the same rubric.

See an agent handle one of your calls

Pick a call you run today, such as a failed SIP debit or a dormant investor. We’ll run it live and score it against your rules