For Financial Advisors

Stop Losing 70% of
First Meetings

Replace ineffective checkbox questionnaires with conversational client profiling that uncovers deep pain points and builds trust from day one.

70% of meetings fail due to poor discovery
2+ hours of admin work per meeting
40% prospects disengage early
Missing compliance audit trails
Financial Advisor AI
Active now

What's keeping you up at night about your financial future? 💭

2:14 PM

I'm worried I'm not saving enough for retirement...

2:15 PM ✓✓

Tell me more about what "enough" means to you. What lifestyle are you hoping for? 🎯

2:16 PM
+85%
Client Satisfaction
2.3x
Faster Discovery

Why Traditional Forms Are Killing Your Business

The financial advisory industry loses $10 billion annually to poor client onboarding

Discovery Failure

70% of first meetings fail - clients feel unheard
Generic questionnaires miss nuanced situations
50% struggle with goal-based questioning

Time Drain

2+ hours backend work per client meeting
40% of details lost in manual note-taking
No real-time transcription for compliance

Client Experience

50% younger clients frustrated by assessments
92% would switch over bad tech experiences
Generic onboarding feels impersonal

Conversational Client Profiling That Actually Works

Turn every prospect into a qualified lead with human-like conversations

Deep Discovery Conversations

AI asks follow-up questions, uncovers emotional drivers, and captures nuanced financial situations that forms miss.

SEC/FINRA Compliant

Automatic audit trails, encrypted data, and secure client feedback collection that meets all regulatory requirements.

Real-Time Insights

Get structured client profiles instantly. No more manual note-taking or lost details from rushed meetings.

Client Profile Dashboard

Risk Tolerance Moderate-Aggressive
Key Pain Points
"Worried about retirement timing and healthcare costs"
Priority Goals
Retirement by age 65
Children's college fund

Results That Matter

Financial advisors using conversational profiling see dramatic improvements

+85%
Client satisfaction scores
-60%
Administrative time
+40%
Prospect conversion
100%
Compliance ready

Ready to transform your client discovery?

Join hundreds of financial advisors using conversational profiling to build stronger client relationships.

✓ No credit card required    ✓ 14-day free trial    ✓ Cancel anytime