White-label · Embedded in your bank

AI-powered
proactive engagement
inside retail banks.

Anchor detects life events in real time and acts before customers disengage - turning passive account data into proactive relationships.

Request early access How it works

The problem

Banks lose customers at life's most financially significant moments.

1 in 3

switch banks during a life event

Marriage, divorce, relocation, first home, new job.

100%

of the data already sits with the bank

But the infrastructure to act on it in real time doesn't.

personalisation at the moment it matters

Customers get generic service when they need guidance most.

The shift

Reactive banking → proactive engagement.

Yesterday

Tools record transactions. Relationship teams chase signals manually. Most life events are noticed only after a customer has already moved.

With Anchor

We continuously read account patterns, detect life event signals, and deliver personalised guidance automatically - inside the bank's product, under the bank's brand.

The solution

Three layers, one embedded product.

Life event detection

AI identifies triggers across existing account data: home purchase, job change, marriage, divorce, inheritance.

Proactive guidance engine

Surfaces relevant products and next steps - with live local tax and regulatory intelligence built in.

White-label infrastructure

Zero customer behaviour change. Deployed inside any bank's existing product, under their brand.

Wealth management

The same signals. A sharper conversation.

For private banking and wealth management, life events aren't just engagement opportunities, they're the moments clients are most likely to leave. Anchor turns the same detection engine into a relationship manager's early warning system.

RM-facing alerts

Surfaces life event signals (property purchase, inheritance, business sale, relocation) directly inside the relationship manager's existing workflow, not a separate tool.

Risk and opportunity flags

Each alert comes with contextual flags: tax implications, liquidity needs, estate planning gaps, diversification risk. The RM knows what to raise, not just that something changed.

Talking points, not just data

Suggested conversation openers the RM can act on immediately, delivered through the bank's own client messaging channel so the client experience stays seamless.

25 to 40%

Monthly engagement lift

reported by banks using transaction driven insight tools in wealth management.

Embeds into existing RM tools and portfolio dashboards. No rip and replace required.

Market