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Financial Services & Accounting
AI for Financial Advisors
Add AI to Your Advisory Firm.Every File Complete, Every Answer Documented.
This is how advisory firms add AI: a Gnosari agent that runs client onboarding and KYC as a guided conversation, collecting identity, source of funds, goals and risk tolerance, chasing nothing, then handing you a structured, timestamped record for your CRM - so you walk into the first meeting with a complete profile instead of a chase list.
95+
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Lead capture
5 min
Setup time
Free to start
5 min setup
No code
Advisory firms add AI by putting a Gnosari conversational agent in front of client onboarding, KYC and fact-finding. It replaces PDF fact-finders and static KYC forms with a guided conversation. A Gnosari agent collects identity details, source of funds, goals and risk tolerance one step at a time, asks a follow-up when an answer is incomplete, and returns a structured, timestamped record ready for your CRM. Clients finish at their own pace, and advisors walk into the first meeting with a complete profile instead of a chase list.
Getting Started
8 Ways to Use AI in Your Advisory Firm
From KYC onboarding to annual reviews, here is what Gnosari can handle across your firm - spin up a dedicated agent for each job, or one that covers several. Each runs live below.
Gnosari guides new clients through identity verification, source of funds, beneficial ownership, and regulatory attestations in a step-by-step conversation. Intelligent follow-up questions validate completeness before submission - so files arrive in good order instead of bouncing back for correction.
Captures Legal Name Income Source Business Details Beneficial Ownership ID VerificationTry asking
Replace the January-April email chase with a guided AI conversation that collects W-2s, 1099s, K-1s, receipts, and prior returns one at a time. Gnosari confirms completeness, flags missing items, and eliminates the holding queue that explodes in March.
Captures W-2 1099s Investment Income DeductionsTry asking
Collect comprehensive client data - income, expenses, assets, liabilities, insurance, estate documents, risk tolerance, and goals - through a conversational intake that clients complete at their own pace. Advisors walk into the first meeting with a complete financial profile instead of spending it gathering basic facts.
Captures Household Income Retirement Accounts Liabilities Planning GoalsTry asking
Proactively collect updated client information before annual review meetings - income changes, new dependents, property changes, estate updates. Conversational outreach replaces ignored email questionnaires and ensures advisors have current data for recommendations.
Captures Income Change Life Events Estate Updates New AccountsTry asking
Replace static 5-question risk questionnaires with adaptive conversational profiling that captures financial risk tolerance in context. Document the reasoning behind a client's risk profile as structured, timestamped data your suitability review can actually read.
Captures Loss Reaction Time Horizon Volatility Comfort Risk ProfileTry asking
Keep beneficiary designations, wills and trust details current without a paper form. Gnosari checks what is on file, asks what has changed after a marriage, birth, divorce or death, and flags stale documents for the advisor before they become a problem at claim time.
Captures Beneficiaries Will / Trust Life Events Documents on FileTry asking
Run a conversational needs analysis for life, disability and long-term care coverage. Gnosari captures dependents, income, debts and existing policies, then hands the advisor a structured protection gap instead of a blank fact-finder page.
Captures Dependents Income to Replace Existing Coverage Outstanding DebtsTry asking
Onboard business-owner and entity clients whose paperwork is anything but standard. Gnosari collects entity type, ownership structure, business income and beneficial owners in a conversation, so a complex commercial relationship arrives in good order the first time.
Captures Entity Type Ownership Structure Business Income Beneficial OwnersTry asking
Live demo agent
A real Gnosari agent. Ask it anything.
A real Gnosari agent - ask it anything.
Free template
The Client Onboarding & Fact-Finder Questions
Everything a complete new-client file needs - grouped the way a good advisor asks it. Copy it into your Gnosari agent and it runs the whole conversation for you, one question at a time.
Identity & KYC
- Full legal name as it appears on your government ID
- Date of birth and country of citizenship / tax residency
- Residential address and how long you have lived there
- Government ID type and number (collected in a secure step)
- Are you, or a close associate, a politically exposed person (PEP)?
Source of Funds & Employment
- Employment status - employed, self-employed, retired, investor
- Employer or business name and your occupation
- Approximate annual income and how it is earned
- Primary source of the funds for this account
- Anyone who owns 25%+ of your business (beneficial ownership)
Financial Snapshot
- Total household income and monthly savings capacity
- Retirement accounts and approximate balances (401k, 403b, IRA)
- Other investment, brokerage and savings accounts
- Real estate and other major assets
- Liabilities - mortgage, student loans, car and other debt
Goals & Timeline
- Primary financial goals - retirement, education, home, legacy
- Target retirement age and time horizon for this money
- Dependents and their ages
- Upcoming major life events in the next few years
- What a "successful" plan looks like to you
Risk Tolerance & Suitability
- Your instinct if the portfolio dropped 20% in a downturn
- Investment experience and comfort with volatility
- How stable is your income year to year?
- Any liquidity you will need within the next two years
- Existing investment knowledge and involvement preference
Documents & Authorizations
- Government-issued photo ID (collected in a secure step)
- Most recent account and brokerage statements
- Prior-year tax return, where relevant
- Authorization to gather or transfer held-away accounts
- Consent to your privacy policy and engagement terms
What not to ask on a first intake
- Don't collect SSNs or full account numbers on an open form - take them inside an encrypted step or a secure upload.
- Don't front-load 20 pages - ask progressively, only what the next step needs.
- Don't request a document before explaining why you need it - attach the reason to every ask.
- Don't re-ask what the client already told you - carry context forward through the conversation.
Comparison
Why a Conversation Beats a Fact-Finder PDF
How AI conversations compare with the PDF fact-finders, client portals and point tools advisory practices use today.
Static Forms
Point Tools
Gnosari
Getting a complete file
A 20-page PDF comes back half-finished
A portal the client never logs into
AI conversations ask follow-ups until the file is complete
Incomplete or inconsistent answers
Found after submission - the clock restarts
The portal accepts whatever gets uploaded
Checked at collection time, before submission
Suitability documentation
Five scored questions on a paper form
A risk score from a point tool (Nitrogen, Oxford Risk)
Adaptive profiling captured as structured, timestamped data
Sensitive data handling
SSNs and account numbers pasted into email
An upload link with no context
Collected inside an encrypted conversation, never an email thread
How it works
How to Add AI to Your Advisory Firm
No code, no implementation project - most practices are live in under 30 minutes, and every answer comes back as structured data.
- 1Set it up
Describe the data you need
List what a complete file requires - identity, income, goals, risk tolerance. You describe the data; the AI works out how to ask it.
- 2Share it
Put it where clients are
Embed a chat bubble, send a private link, or print a QR code. No portal login for the client to forget.
- 3Get results
Receive structured records
The agent runs the conversation, validates completeness, and hands you a clean file.
Every answer arrives as a structured, timestamped field - ready to push into Wealthbox, Redtail or your CRM.
Put Your Agent Where Your Clients Are
The same agent works as a website bubble, a full-screen page, a private link, a QR code, or a printed poster. Pick the surface - the agent stays the same.
Full-screen conversation
Embed the whole conversation as a page or an iframe - perfect for a dedicated "Get started" or onboarding link.
Inline on any page
Drop the agent straight into a landing page or blog post, right alongside your content.
Private link
Send one client a unique link - no login, works on any device. Answers come back tagged to that client.
QR code
Put a QR on a business card or seminar handout - a scan opens the agent on the client's phone.
Printed poster
Print an "Add AI to your business" poster with a tracked QR for your lobby or an event booth.
Integrations
Connects to Your Financial Services Stack
Gnosari integrates with the tools you already use, powered by MCP.
Wealthbox
Financial CRM
Push structured client intake data directly into Wealthbox contact records with all financial profile details and compliance documentation.
Redtail CRM
Financial CRM
Sync onboarding data and annual review updates with Redtail client records for seamless advisory workflow management.
Salesforce Financial Cloud
Enterprise CRM
Export structured KYC and fact-finder data into Salesforce Financial Services Cloud for enterprise wealth management and compliance workflows.
TaxDome
Practice Management
Complement TaxDome's document portal with conversational intake that gets clients to actually provide their documents - solving the engagement problem portals miss.
Calendly
Scheduling
Book consultation appointments and annual review meetings directly from the AI conversation. Clients self-schedule after intake is complete.
Zapier
Automation
Connect intake to 6,000+ apps - fire a Slack alert, add a task, or update a spreadsheet the moment a client finishes onboarding. No developer required.
Pipedrive
CRM
Create and update deals in Pipedrive from every conversation, so a new prospect becomes a qualified pipeline record with their financial profile attached.
Google Drive
Documents
Route uploaded tax documents, IDs and statements straight into the right client folder in Google Drive - organized, named and ready for review.
Make
Automation
Build multi-step automations visually - route a completed intake to your CRM, your email tool and a Google Sheet in one flow, no code.
n8n
Automation
Self-host your workflows for full data control - trigger n8n scenarios the moment a client finishes onboarding and keep every record on your own infrastructure.
Slack
Notifications
Get a Slack message the instant a new client completes intake or a document lands, so your team acts while the client is still engaged.
Webhooks & API
Developer
Push every structured record to any system with a webhook or the REST API - connect the tools that do not have a native integration yet.
Pricing
Gnosari Instead of Four Tools
What a practice usually stitches together to collect one client's data - versus a Gnosari agent that runs the whole conversation.
Enterprise KYC/AML platform (Fenergo)
$500K+ contracts
Behavioral risk profiling (Oxford Risk)
Enterprise pricing
Risk scoring point tool (Nitrogen)
Paid add-on, risk score only
Client document portal (TaxDome, Canopy)
Paid seats clients rarely log into
Generic form tool (Typeform, Jotform)
Paid plans, no financial context
Best value
GnosariFrom $0
Gnosari covers KYC onboarding, the fact-finder, tax document collection, risk profiling and annual reviews - spin up an agent per job or combine them, all on the free plan with no per-form or per-seat fees.
Why Trust Gnosari
Built for a Regulated Practice
Data handling and documentation you can put in front of a compliance review.
Audit-ready records
Every answer lands as a structured field with a timestamp and source - the documented trail a KYC or suitability review expects, not a PDF in a folder.
Encrypted in transit and at rest
Identity details and account numbers move through an encrypted conversation instead of an unsecured email attachment.
Your data, exportable
Every conversation becomes a structured record you own and can export to your CRM or compliance system at any time.
Grounded answers only
The agent answers from your firm's own documented material and asks a person when it does not know - it never invents a figure in front of a client.
Common Questions
Frequently Asked Questions
Everything you need to know about getting started. Can't find the answer you're looking for? Reach out to our team.
AI client onboarding for financial advisors replaces the PDF fact-finder and static KYC form with a guided conversation. Instead of handing a new client 20 pages to fill in alone, an AI agent asks for identity details, source of funds, assets, goals and risk tolerance one step at a time, follows up when something is missing or inconsistent, and returns a structured record. The client just talks. Your practice gets a complete file.
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See how other industries use AI conversations to transform their data collection.
Onboard Your Next Client in a Conversation
Financial advisors and CPAs use Gnosari to collect client data conversationally - complete the first time, documented, and without the chase.
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