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Client task template
The household questionnaire needs clarification
AI Financial Fact-Find Agent for Advisory Firms
Resolve inconsistent figures and compare defined cash-flow scenarios before the adviser conversation.
For financial advisory firms
AI agents for financial advisory firms
Help clients clarify their household finances and compare the cash-flow scenarios your advisory process uses. Choose an AI agent for the conversation before a recommendation.
Overview
Financial advisory firms can create a customer-facing AI agent that works through a client fact-find using the firm's questions and calculation rules. Clients use text or voice to explain income, costs, assets, and goals. The page shows an agreed profile, visible assumptions, and the selected scenario comparison.
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The experience you can offer
Help an advisory client complete a financial fact-find before a planning conversation.
The agent asks for the relevant details, applies your knowledge, and presents the result on its page. A changed answer updates the work in that same session. You choose whether clients pay for the digital service or continue to a booking, your team, or a connected system.
Your knowledge makes it yours
Client records, service-specific questions, calculation methods, document requirements, and permission boundaries.
Create my AI agentFind your use case
Explore the tasks you can offer.
Each link opens the full example with its client result, required knowledge, and setup. Starting points show a reusable task and need to be adapted to your business.
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Client task template
The client needs ongoing cash-flow planning
AI Cash Flow Planning Agent for Financial Coaches
Help the client explore their budget and revise a spending plan with a financial coach.
How to choose
Choose fact-finding for preparing an advisory engagement. Choose cash-flow planning for a separately defined coaching service. Set the permitted calculations and recommendations for the service you actually offer.
Start with one result you can explain and test. Ask the builder to help define that result before adding more tasks or connections.
How it works
From your process to a client-facing AI agent.
Choose the task
Choose an example or describe the work your clients should be able to complete. Keep its scope tied to a service you can explain and test.
Add your knowledge and tools
Give the agent your questions, rules, examples, and approved materials. Connect the records or workflow needed to complete that particular task.
Test and share the link
Try a complete client session, including a changed answer and missing information. Publish the agent and share its URL when the result and configured actions work as intended.
Common questions
What do these AI agents do for financial advisory firms?
Financial advisory firms can create a customer-facing AI agent that works through a client fact-find using the firm's questions and calculation rules. Clients use text or voice to explain income, costs, assets, and goals. The page shows an agreed profile, visible assumptions, and the selected scenario comparison.
How do I choose a template?
Choose fact-finding for preparing an advisory engagement. Choose cash-flow planning for a separately defined coaching service. Set the permitted calculations and recommendations for the service you actually offer.
Can I keep the systems my team already uses?
Yes. Choose the template for the client task, add your business materials, and configure the tools that receive the result. Test access and data transfer before using real client records. The agent remains the client-facing experience while your connected systems continue their work.
By Vlad Yanch
Updated
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