◆ Case study · AI Workflow · CRM Integration · Automation
Turning a detailed financial intake process into a guided AI workflow.
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.
- Client
- Appreciation Financial
- Sector
- Financial Services
- Services
- AI Agents, Systems Integration, Workflow Automation
- Stack
- Strategy · Design · Engineering
[01] The operation
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.
- 01Employment
- 02Pension
- 03Retirement goals
- 04Family
- 05Housing
- 06Debt
- 07Savings
- 08Retirement accounts
- 09Insurance
- 10Protection needs
[02] The existing systems
Financial intake needed to connect to the CRM.
The workflow collects a financial profile and connects resulting information to a GoHighLevel contact. Client summaries, agent summaries, and the fact finder support the next step.
[03] The gap
A conversation needed a reliable path into operations.
Intake adapts to the information a client provides. Those answers needed to become structured records, pass through business rules, and reach the agent’s CRM workflow.
[04] What we built
A guided intake that adapts as it learns.
Pension and retirement
- 01Age
- 02Employer
- 03Years worked
- 04Desired retirement age
- 05Desired retirement income
- 06Current salary
- 07Estimated pension
- 08Retirement income gap
Financial profile
- 01Family circumstances
- 02Housing
- 03Mortgage information
- 04Expenses
- 05Debt
- 06Student loans
- 07Savings
- 08Retirement accounts
- 09Insurance
[05] Business logic
Conversation and deterministic rules work together.
The workflow was designed to combine conversational intake with deterministic rules controlling important outcomes.
- 01Insurance coverage calculations
- 02Debt to income conditions
- 03Retirement risk assessment
- 04Recommendation logic
This separates the conversational experience from the business logic that controls important outcomes.
[06] Connecting conversation to operations
The intake produces usable downstream records.
- 01Provide a summary to the client
- 02Provide a summary to the financial agent
- 03Populate the fact finder
- 04Attach information to the GoHighLevel contact
- 05Return risk information
- 06Provide appropriate recommendations
- 07Continue into downstream enrollment workflows
[07] Systems involved
The tools and records connected by the work.
- 01Guided intake experience
- 02Deterministic business rules
- 03Fact finder and summaries
- 04GoHighLevel CRM
[08] The resulting workflow
From conversation to the agent workflow.
Client conversation
Structured intake
Business rules & calculations
Summary / recommendations
GoHighLevel
Agent workflow