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B2C — Direct White-Label

Branded AI portal for end investors and self-directed wealth clients.

For Integration Partners

B2C — Direct White-Label

Offer AI-powered portfolio insights to your end customers under your own brand.

Overview

The B2C model gives your customers direct access to Sentinel’s conversational AI and document intelligence — without seeing the Sentinel brand. It’s ideal for:

  • Robo-advisory apps
  • Neobanks with investment products
  • Direct mutual fund platforms
  • Financial literacy portals

Branding Options

Element Customizable
Logo ✅
Primary color ✅
Domain Subdomain or path (e.g., ai.yourbrand.com)
Email templates ✅
Chat persona name ✅ (e.g., “WealthGPT”, “Your Advisor”)
Guardrail tone ✅ (formal, friendly, educational)
Report templates Logo + color only (layout fixed)

User Journey

  1. Onboarding — Customer signs up on your app; SSO token creates Sentinel account silently
  2. Document Upload — Customer uploads CAS or account statement
  3. Chat — Customer asks questions in plain language
  4. Reports — Customer downloads branded portfolio summary
  5. Alerts — Customer receives rebalancing or risk alerts via your notification system

Guardrails for Retail Audience

B2C deployments have stricter guardrails:

  • No specific buy/sell recommendations
  • Mandatory risk profiling before portfolio analysis
  • SEBI disclaimer on every investment-related response
  • Simplified language — no jargon without explanation
  • PII warnings — alerts if user accidentally shares sensitive data

Integration

Your Mobile App / Web Portal
        │
        ▼
   Sentinel Widget (iframe or Web Component)
        │
        ▼
   Studio Middleware (tenant-scoped)
        │
        ▼
   Nexus + Zen + Agentic (shared infra, isolated data)

API endpoints available:

  • POST /api/v1/auth/sso — silent login
  • POST /api/v1/chat/ — create session
  • POST /api/v1/upload/ — document upload
  • GET /api/v1/export/{id}/pdf — branded report

Pricing

  • Starter: Up to 1,000 active users, 5,000 docs/month
  • Growth: Up to 10,000 active users, 50,000 docs/month
  • Enterprise: Unlimited users, dedicated infra option

Contact sales@centricity.co.in for detailed pricing.