Suitable, compliant intake — without the form
Prospects describe their situation; the widget captures suitability basics, goals, and books a discovery call with the right advisor.
Example conversations
- en
Got an inheritance around 200k, want to figure out what to do with it, retirement is on my mind
{ "life_event": "inheritance", "goals": [ "retirement_planning" ], "asset_range": "100k-500k", "time_horizon": "long" }
Fields collected
- life_event
- goals
- asset_range
- time_horizon
- preferred_advisor_specialty
Why Financial advisors needs Typelessity
- Suitability fields configurable per region
- KYC pre-questions inline