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Partners

Partner Engagement Models

B2B, B2C, and B2B2C integration models for embedding Sentinel AI into wealth management platforms.

For Integration Partners

Partner Engagement Models

Three ways to bring Sentinel’s AI capabilities to your clients, customers, or platform users.

Model Comparison

Dimension B2B — Private Office B2C — Direct White-Label B2B2C — Platform Partner
Who buys Family office, AMC, RM firm End investor (via your brand) Platform provider (fintech, bank, broker)
Who uses Internal RMs & ops Self-directed investors Platform’s RM network
Deployment Dedicated tenant Shared tenant, branded portal API + embedded widgets
Data isolation Complete User-scoped Tenant-scoped
Customization Full (domain, SSO, workflows) Branding + content API + theming
Time to live 2–4 weeks 1–2 weeks 4–8 weeks
Revenue model Per-seat / per-document Subscription tiers Revenue share / API calls

B2B — Private Office

A standalone Sentinel deployment for a single firm.

Ideal for:

  • Multi-family offices managing >₹500Cr AUM
  • Asset management companies with internal research teams
  • Large brokerage houses with 50+ RMs

What you get:

  • Private tenant on isolated infrastructure
  • Custom domain (e.g., ai.yourfirm.com)
  • SSO integration (SAML 2.0 / OIDC)
  • Custom document schemas for proprietary formats
  • Dedicated support channel
  • Quarterly business reviews

Minimum commitment: Annual contract, 10 users.

B2C — Direct White-Label

A branded portal where your end customers interact directly with Sentinel’s AI.

Ideal for:

  • Robo-advisory platforms
  • Direct-to-consumer wealth apps
  • Neobanks with investment products

What you get:

  • White-labeled chat interface
  • Branded reports with your logo
  • Client self-service document upload
  • Pre-configured guardrails for retail audience
  • Simplified pricing (no per-token metering visible to end user)

Go-live time: 1–2 weeks including branding and content review.

B2B2C — Platform Partner

Embed Sentinel’s capabilities into your existing platform via API.

Ideal for:

  • CRM platforms (Salesforce, Zoho custom)
  • Portfolio management systems
  • Research platforms
  • Regulatory reporting tools

What you get:

  • RESTful API access to all capabilities
  • Webhook events for pipeline completion
  • Embedded chat widget (iframe / Web Component)
  • SDKs (Python, TypeScript) — roadmap Q3 2026
  • Sandbox environment for testing
  • Co-marketing opportunities

Integration pattern:

Your Platform → Studio Middleware API → Nexus / Zen / Agentic
     ↑                    ↓
  Webhook callbacks ←── Real-time events

Choosing Your Model

Do you serve end investors directly?
  ├─ Yes → B2C White-Label
  └─ No → Are you a platform provider?
      ├─ Yes → B2B2C API Integration
      └─ No → B2B Private Office

Next Steps

  1. Review the Onboarding Checklist
  2. Understand SLA & Support
  3. Contact Sales for Pricing