Effortlessly streamline intake: send a link, collect prospect info, and get a household ready retirement plan instantly!
Learn MoreThe AI Interviewer transforms the way advisors gather client information. By guiding prospects through a conversational, intuitive intake experience, it captures complete and accurate details without the usual back-and-forth or missed information.
Once the intake is complete, the AI Interviewer automatically builds a plan from the responses and alerts you when it’s ready to review. Spend less time on administrative tasks and more time doing what you do best, advising clients.
Client-Friendly Experience
Create a seamless, intuitive experience for prospects as the AI Interviewer guides them through intake questions in a conversational way, making it simple and stress-free to provide the information you need.
Flexible & Convenient
Let prospects complete the intake on their schedule. They can submit information at their convenience, whether from home, on a mobile device, or whenever works best for them.
Save Time & Reduce Follow-Up
No more chasing incomplete forms or missing details. The AI Interviewer captures the right information the first time, giving you more time to focus on advising and strategy.
Automate Intake
Streamline your intake process, reduce manual data entry, and let the AI organize responses into a structured, client ready retirement plan automatically.Get exclusive, free access to our AI-powered tools while they’re still in preview. Shape the future of these features with your feedback!
See how the AI Interviewer transforms client intake into a seamless, efficient experience. Prospects provide their information on their schedule, while the AI captures the details and automatically builds a plan. Spend less time chasing down information and more time advising - effortless, streamlined, and designed to fit your workflow.
