Replace the PDF Fact-Finder With a Conversation

Gnosari's Financial Client Intake agent runs the fact find as a conversation: identity and household, income, assets and liabilities, existing policies and pensions, goals and time horizon, and the documents your KYC pack requires. Gnosari is the product that provides it. It asks one question at a time, follows up where an answer is incomplete, and posts a timestamped record into your CRM before the first meeting.

Create a free Gnosari account and name the fields your fact find and KYC pack already require: identity, financial profile, goals, risk questions as you word them today, beneficiaries and the documents you need. Share the link with the client or embed it on your onboarding page. Gnosari runs the conversation, asks again where an answer is incomplete, and posts the record into Redtail or Wealthbox through a webhook, Zapier or Make.

Paraplanners and client service managers at independent advice firms, mortgage brokers and accountancy practices use it so the fact find arrives complete. The adviser opens the meeting with the profile already read instead of chasing a signed PDF for a week. Gnosari collects the information and the suitability judgement stays entirely with the adviser.

No. Gnosari collects information and never advises, never recommends a product or a provider, never scores risk tolerance and never quotes a return or a fee. It records the client's answers in their own words and hands them to the adviser, who makes every recommendation. If someone describes suspected fraud on an account or money they need released urgently, the conversation stops and tells them to call your office or their bank now.

Yes, through a webhook. When a fact find is complete, Gnosari posts a signed JSON payload to any address you give it, and a Zapier Catch Hook or a Make webhook routes it into Redtail, Wealthbox, Salesforce Financial Services Cloud or the CRM you already run. Nothing is installed on either side, and the record is already in your Gnosari inbox before delivery starts, so a failed endpoint never loses a client file.

Gnosari has a free plan that takes no card and carries a hard monthly cap on conversations, enough for one adviser testing the fact find with new clients. Paid plans add volume, with overage charged per conversation above the included amount, and an annual term costs two months less than paying monthly. The current numbers are on the Gnosari [pricing page](/pricing).

Yes. Gnosari asks for the identity and address evidence, the pension statements and the policy schedules by name, and accepts each upload inside the same conversation, so the client sends everything once instead of replying to a chain of emails. The record and its attachments reach your paraplanning team together, and the client sees which items are still outstanding.

Every answer lands in your Gnosari inbox first and is delivered onward only to the endpoint you configure, with each webhook signed and every attempt retried and logged. Gnosari stores a value only when it traces to something the client actually said, so the file your compliance review reads matches the conversation transcript line for line.