Financial Services Client
AI-powered lead qualification and client onboarding system
A financial services firm with complex product menus — loans, insurance, accounts — needed to stop advisors from spending time on unqualified prospects. We built 5 AI tools that qualify, route, and onboard clients automatically.
Financial services firms face a specific challenge: they offer many products, each with different eligibility requirements, and prospects rarely know which one they need. The result is advisors spending hours on calls with people who don’t qualify, or qualified prospects leaving the website because they couldn’t find the right product on their own. This engagement solved both problems.
Many products, one form, mostly wrong-fit leads.
The firm offered business loans, personal loans, checking and savings accounts, retirement planning, and insurance — each with different requirements and ideal customer profiles. Their website listed all products on static pages with a single "Contact Us" form for everything.
Advisors reported that the majority of inbound inquiries were for products the prospect didn’t qualify for, or from people who needed a product the firm didn’t offer. Meanwhile, qualified prospects were bouncing because they couldn’t determine which product fit their situation without calling during business hours.
We let prospects sort themselves.
Mapped products to prospects
We started by mapping every product — business loans, personal loans, accounts, retirement, insurance — to its real eligibility rules and ideal customer. That map became the logic behind the matching tools, so a visitor’s answers could route them to the product they actually qualify for.
Replaced the catch-all form
The single "Contact Us" form was the bottleneck: it collected everyone and qualified no one. We replaced it with guided matchers and assessments that let prospects self-select the right product before ever reaching a human.
Automated the busywork
For qualified prospects, an AI-guided intake flow collects application data, requests the required documents, flags what’s missing, and hands the advisor a complete, organized package — removing the manual chase that used to delay every new client.
Covered the off-hours
A chatbot trained on the firm’s real products and policies answers common questions around the clock and captures leads overnight and on weekends, so high-intent prospects don’t bounce just because the office is closed.
Five tools deployed.
Business Loan Fit Finder
Guided matcher routing prospects to the right lending product based on business type, revenue, time in business, and capital needs. Filters out unqualified applicants before they reach an advisor.
"Which Account or Loan Fits Me?"
Retail prospect assistant helping individuals navigate the full product catalog. Answer a few questions about your situation and get matched to the right account, loan, or service — with an explanation of why.
AI-Guided Client Intake
Intelligent intake flow that collects application data, requests required documents, flags missing information, and routes the complete package to the right advisor automatically.
Customer Service Chatbot
24/7 FAQ handling trained on the firm's actual products, rates, requirements, and policies. Routes complex questions to the right department and captures after-hours leads.
Retirement Readiness Calculator
High-intent lead capture tool that assesses retirement preparedness based on age, savings, income, and goals. Identifies planning gaps and connects prospects with retirement advisors.
What changed after launch.
Results observed after deployment, based on analytics and client-reported data.
A complex product menu is a routing problem — and routing is what AI does best.
When a business offers many products with different eligibility rules, a single contact form pushes all the sorting work onto your advisors — who then spend their days on prospects who were never a fit. The fix isn’t more sales effort; it’s letting prospects sort themselves with tools that know your rules.
Any firm with a broad catalog — lenders, insurers, agencies, multi-service providers — can apply the same pattern: encode your eligibility logic into matchers and assessments, automate the intake paperwork, and cover the off-hours with a trained assistant. Advisors get fewer, better conversations, and qualified prospects stop slipping away after 5pm.
Complex product menu? Let AI do the matching.
If your team spends time routing prospects to the right product or answering the same questions repeatedly, AI tools can handle that at scale — freeing your people to focus on closing.