Your biggest balances leave near retirement. See it coming.
Funds lose large balances to retail platforms and SMSFs as members approach retirement, often through a platform-linked planner or an accountant, and usually with little warning. Agents on UiPath Maestro watch for the signals, score who is at risk and propose the next best action. A person in member services or an adviser approves every outreach, and every decision is on the record.
These describe how the design works, not client results. Figures in the simulation are synthetic and illustrative; your assessment sets real targets.
Watch an at-risk member get spotted.
Signals in, an agent scores outflow risk and likely need, an agent proposes the next best action, and member services approves the outreach on UiPath Maestro.
Synthetic data; every figure is illustrative. On a phone, tap the card to open it full screen. Open the demo page →
The pain.
The members a fund can least afford to lose are the ones most likely to leave.
Large balances leave near retirement
As members approach retirement, many move their savings to a retail platform or set up an SMSF. These are often the fund’s largest balances.
The move is usually advised
The decision is often made with a planner linked to a retail platform, or an accountant who sets up the SMSF. By the time the fund hears about it, the rollover request is already in.
The signals are there, but scattered
Balance, age and retirement window, stopped contributions, changed contact details, rollover enquiries and adviser requests sit in different systems. Nobody sees them together in time.
Outreach has to stay compliant
Any contact must respect consent and the line between general information and personal advice. Members need the right offer from the right person, not a generic campaign.
The solution.
Agentic member retention on UiPath Maestro, with people in charge of every contact.
Signals in, one view
Balance, age and retirement window, contribution and contact changes, rollover enquiries and adviser-linked activity are brought together for each member.
Agents score risk and need
A risk agent scores how likely a member is to leave; a needs agent works out what they are likely to need, such as retirement income planning.
Agents propose the next best action
An action agent proposes an advice offer, a retirement planning call or helpful content, with its reasons and the alternatives.
People approve every outreach
Member services or an adviser approves the outreach in UiPath Action Center. Personal advice only ever comes from a licensed adviser.
Solution architecture.
The reference architecture we build and run.
How it runs.
Each step, who does it, and the control that applies.
Governed by design.
Five guardrails on every agent, plus the controls for this solution.
Human approval Agents never contact a member or give advice without human approval, and every decision is logged. Try it in the simulation.
Solution controls
- Every signal, score, proposal and approval on an append-only log
- No member contact without human approval
- Personal advice only from a licensed adviser
- Contact consent and do-not-contact lists respected
- Retention outcomes reported to the board
- Controls mapped to CPS 230
Proof.
See an at-risk member spotted
Watch signals come in, agents score the risk and propose an action, and member services approve the outreach. Synthetic data; figures are illustrative.
Related services and platforms.
Agentic AI & automation
AI agents, rules and people working in governed processes on UiPath Maestro.
Explore →AI strategy & governance
Strategy, architecture and AI governance, with a 1-week assessment that ends in a costed roadmap.
Explore →Managed services
24x7 operations from Sydney, Manila and Pune, priced on outcomes, with agents doing the routine work.
Explore →Bring us one process. We'll show you it running.
A 45-minute briefing with an engineer, or a 1-week assessment that ends in a costed roadmap.