Help every investor move with clarity and confidence
Talisma AI agents make it easier to become investment-ready, understand account and trade activity, meet reporting obligations and bring inactive customers back into a useful conversation.
AI Trading & Wealth Hub
Market ReadyWhat changes for your customers
Onboarding · Compliance · Client activation
Faster verified onboarding
Turn enquiries into complete applications while identity and risk checks happen in the flow.
Reporting without the fire drill
Bring data together, check it and prepare reports before compliance review.
More clients reach their first trade
Find what is holding new clients back and help them complete the next step.
AI that understands the request and moves the work forward
Each journey combines specialised agents. Customers experience one clear conversation; your teams receive complete information, visible progress and the right exceptions for human review.
Turn an enquiry into an investment-ready account
A single guided conversation for qualification, application details, identity checks and risk-based review.
Prospects lose momentum when they meet long forms, callbacks and repeated document requests. Talisma keeps the conversation moving and makes sure the application is complete before it reaches the next team.
Less KYC drop-off and fewer incomplete applications entering operations.
Specialised AI agents in this journey
The Onboarding Concierge
Meets prospects where they arrive, answers questions, qualifies the enquiry and gathers application details and KYC in one conversation.
Identity Verification Agent
Checks that the application and documents are complete, then validates PAN, Aadhaar and other identity credentials.
The Compliance Guardian
Applies risk rules and regulatory requirements, combines verification results and recommends approval, escalation or closer review.
Move from scattered data to a report ready for review
Collect, check, prepare and review regulatory information through one controlled workflow.
Reporting becomes difficult when teams first have to find the data, reconcile versions and discover gaps at the last minute. Talisma brings the required information together and validates it before a report reaches compliance.
Less manual consolidation and fewer avoidable reporting errors.
Specialised AI agents in this journey
Data Collection Agent
Collects the regulatory information required for reporting and audit preparation from multiple enterprise systems.
Report Generation Agent
Checks data for gaps and inconsistencies, then prepares standard reports using the right templates, business rules and regulatory requirements.
Compliance Review Agent
Reviews reports before submission, flags possible compliance issues and recommends the corrections that need to be made.
Turn account activity into useful, timely conversations
Specific answers, first-trade guidance and alerts that help clients act without crossing into advice.
Clients are more likely to stay active when support reflects their actual account and holdings. Talisma explains what happened, identifies what blocks activation and alerts clients when their own portfolio needs attention.
More informed clients, stronger activation and fewer generic support interactions.
Specialised AI agents in this journey
Account & Trade Query Resolution Agent
Answers questions about failed orders, available funds, margin positions and corporate actions using the client’s own account and trade records.
First-Trade Activation Agent
Finds clients who opened an account but never traded, identifies what is blocking them and guides them towards a successful first transaction.
Portfolio Alert Agent
Notifies clients about margin calls, expiring contracts, corporate-action deadlines and unclaimed money on their own holdings — without giving investment advice.
Customers can speak or write naturally
Talisma understands intent across voice and email, brings the customer’s context into the conversation and handles routine next steps. When judgement or empathy is needed, it hands over with the history already attached.
- One context across channels
- Automatic intent and detail capture
- Human handover without repetition