Wealth
From signup to first investment.
You pay to acquire every user. SuprAgent makes each one count: it carries them from KYC to a funded account to their first investment, then keeps them transacting past day 90.
The whole conversation, under two minutes
Naomi
Sprig Money · Gentle, patient, no jargon
Incoming call
Matched to New parent, first investment
Sprig Money is calling
- Call
- RCS
- Screen
Illustrative. A stalled goal carried to a first investment: the call scores the risk profile, a text carries the plan, and the screen starts it, one thread.
Customer, from the record
Elena · New parent, first investment
Agent persona, matched
Naomi · Gentle, patient, no jargon
- 0:00
The call
Naomi calls. Elena answers.
- 0:03
Naomi
Hi Elena, it's Naomi from Sprig. On Sunday you set up a goal in the app, a college fund in fifteen years, and stopped at the risk questions. Would you like to finish it together? There's no rush.
- 0:15
Elena
Yes, please. I froze at the risk questions. I didn't want to get them wrong.
- 0:21
Naomi
There's no wrong answer, they're only about how you'd feel. Two questions. If your balance dropped ten percent in a bad month, would you sell, wait, or add more?
- 0:31
Elena
Honestly, I'd wait. I wouldn't add. It's for the baby.
- 0:35
Naomi
That's a cautious profile, and with fifteen years to go, it works. A portfolio matched to that profile, at $150 a month. I'll text it to you with the exact mix, and nothing starts until you say so.
- 0:51
Naomi
Hi Elena, your college fund plan is ready: $150 a month, in a portfolio matched to a cautious risk profile. The full mix is on the screen. · Review plan
- 0:54
Elena
Can I pause it if money gets tight?
- 0:57
Naomi
Any time, and pausing is one tap. It never locks you in.
- 0:59
Elena
Taps Review plan
- 1:00
Screen
The link opens Sprig Money. The call stays on.
- 1:01
Naomi
I can see the link is loading. I'll stay right here on the call with you until it's done.
- 1:06
Screen
Loaded.
- 1:07
Naomi
Great. I'm going to hang up here and continue with you over there.
- 1:11
The call
Naomi hangs up. The rest happens on the screen.
- 1:13
Screen
College fund opens, from your call with Naomi
- 1:14
Naomi
Goal: College fund, 15 years
- 1:15
Naomi
Risk profile: Cautious, scored today
- 1:16
Naomi
Suitability: Checked
- 1:16
Naomi
Your monthly investment, $150/mo. Portfolio matched to your profile.
- 1:18
Naomi
That's your plan. The mix follows your profile, every line is below, and pausing is one tap. Confirm, and the first cycle goes out on the 3rd.
- 1:28
Elena
Taps Confirm and start
- 1:29
Screen
First investment active. Next cycle on the 3rd. Suitability on record.
- 1:31
Naomi
You're set. The first cycle goes out on the third, and I'll check in after your first statement. Go enjoy the baby.
A call picks up a college fund goal that stopped at the risk questions, scores a cautious risk profile from two questions, and texts a plan matched to that profile over RCS. The customer opens it on the app screen, where the goal, the profile and the suitability check are already filled in, and confirms. The first monthly investment is active. No fund is named and no return is promised. The agent stays on the call while the link loads, hangs up once the screen is ready, and continues on the screen.
Where wealth apps lose first investors
You pay to acquire every signup, then lose them somewhere between KYC and a funded account
A risk questionnaire and a list of options, with nobody to turn a goal into a starting amount
Stalled starts sit on a list until the next campaign pays to reach them again
Portfolio reviews that arrive as a statement, not as the one change worth making
What changes
Outcomes, not features.
From goal to first investment
A new investor says what they are saving for. The agent scores the risk profile before any allocation, turns a goal on file into a starting amount, and takes them from KYC to funding to auto invest in the same conversation.
Suitability as the condition to act
The risk profile is scored before any allocation, and the agent operates strictly within the rules you define, logging every action. Every completed conversation is checked against the frameworks you enable, with a verdict for each rule. Your compliance team reviews exceptions, not every conversation.
Stalled starts picked back up
A signup that stops at KYC or funding gets one reminder, then a nudge back into the same step with nothing already filled in lost, then a follow up call from the same desk. A reply pauses every reminder, and STOP cancels all of it.
Portfolio reviews that end in one action
Drift against the target allocation, the one change worth making, and a rebalance the customer watches happen. Servicing questions are answered from your own documents with the source named.
the risk profile, before any allocation
stalled starts, at the step they left
compliant by design, every action logged
FAQ
Questions, answered.
The specific ones, about your stack, your rules and your data, are best answered on a walkthrough. Book one.
A small microphone button carrying your logo and your colors, placed wherever you want it. Customers tap it and speak. There's no SuprAgent branding anywhere; to your customers, it's simply your product getting easier to use.
See it run on your flows.
A live walkthrough built around your journeys, your products, and your rules. One button to add it to your app.