73% of investors who abandon KYC never return. High-net-worth visitors reach your advisor booking page and leave without a single follow-up. Reevix detects these moments in real time and intervenes — so you stop losing leads you already paid to acquire.
Purpose-built for wealth managers, RIAs, MFDs, fintech platforms, and investment apps.
Unlike e-commerce, where cart abandonment is tracked religiously, financial platforms accept these drop-offs as an unavoidable reality. Reevix changes that.
Investors start onboarding, hit document upload or income verification, and disappear. No alert fires. No second chance is offered. The lead is gone — along with the ₹800–₹3,000 you spent acquiring it.
High-net-worth visitors browse your advisor page, read case studies, hover over the booking form — and close the tab. The intent signal is there. The intervention is not.
Volatility spikes and investors flood your platform to check performance — then leave without taking action. A single anchoring message delivered at the right moment can reverse this.
Reevix detects when an investor hesitates mid-KYC — slowing down, scrolling back, or moving toward browser close. It fires a contextual reassurance message ("Your information is encrypted"), a sticky progress prompt ("You're 60% done"), or a live support trigger — at exactly the right moment.
Visitors who view 3+ fund pages, spend 4+ minutes on-site, and reach the advisor page without converting are flagged as high-intent. A low-friction exit-intent nudge fires: "Have a 10-minute call — no commitment." Role-matched messaging for HNI vs. retail vs. corporate profiles.
Extended dwell time on underperforming fund pages + repeated views within 24h triggers an AI intervention — anchoring the investor to 5Y/10Y CAGR data, or notifying their assigned advisor to proactively reach out.
KYC step-by-step drop-off charts, investor intent segmentation (Browsing → Evaluating → Ready to Invest → High-Intent), advisor visit rates, and AUM range tagging for identified leads — first-class metrics designed for financial platforms.
Reevix collects only behavioral signals — scroll depth, exit intent, dwell time — not personal financial data or portfolio values. Consent management is fully configurable to meet GDPR, SEBI, FINRA, and other jurisdictional requirements.
The Reevix SDK wraps your existing KYC provider's embedded flow and tracks behavioral signals around it — when visitors start, hesitate, or abandon each KYC step. No changes to your KYC infrastructure are required.
Yes. Reevix supports webhook-based CRM integration for HubSpot, Salesforce, Zoho, Leadsquared, and custom endpoints. Every high-intent lead and KYC abandonment event is pushed with full session context within seconds.
Under 10 minutes. Add the SDK snippet to your site, set your business type to "wealth_management" in the dashboard, and Reevix automatically activates finance-specific signal vocabulary, intervention templates, and analytics panels.
Yes. Reevix adapts its interventions based on visitor intent signals and role — whether you serve direct retail investors completing KYC, HNIs booking advisor consultations, or institutional clients evaluating fund strategies.