AI Agent / Financial Services
Turning a detailed financial intake process into a guided AI workflow.
Appreciation Financial
Cass & York built an AI-driven client intake experience designed to collect financial information, apply structured business logic, produce useful outputs, and connect the resulting data to GoHighLevel.
The situation
Financial intake requires more context than a lead form.
The conversation changes depending on the information provided and must collect enough context to support the next operational step.
- +Employment
- +Pension
- +Retirement goals
- +Family
- +Housing
- +Debt
- +Savings
- +Retirement accounts
- +Insurance
- +Protection needs
The conversational workflow
A guided intake that adapts as it learns.
Pension and retirement
- +Age
- +Employer
- +Years worked
- +Desired retirement age
- +Desired retirement income
- +Current salary
- +Estimated pension
- +Retirement income gap
Financial profile
- +Family circumstances
- +Housing
- +Mortgage information
- +Expenses
- +Debt
- +Student loans
- +Savings
- +Retirement accounts
- +Insurance
Business logic
Conversation and deterministic rules work together.
The workflow was designed to combine conversational intake with deterministic rules controlling important outcomes.
- +Insurance coverage calculations
- +Debt-to-income conditions
- +Retirement risk assessment
- +Recommendation logic
This separates the conversational experience from the business logic that controls important outcomes.
Connecting conversation to operations
The intake produces usable downstream records.
- +Provide a summary to the client
- +Provide a summary to the financial agent
- +Populate the fact finder
- +Attach information to the GoHighLevel contact
- +Return risk information
- +Provide appropriate recommendations
- +Continue into downstream enrollment workflows
Architecture
From conversation to the agent workflow.
01
Client conversation
02
Structured intake
03
Business rules & calculations
04
Summary / recommendations
05
GoHighLevel
06
Agent workflow
Relevant capabilities
The capabilities behind the workflow.
Workflow Automation
Structured information moves forward without manual re-entry.
Explore capability →