Financial services · Intake agents
AI agents for financial firms
Our AI agents respond to new leads in seconds, qualify by product and fit, collect onboarding documents, book the meeting, and stay on renewals and reviews. The financial advice stays with your producers. The workflow stays under compliance control.
Compliance controls
ethical framingAgents do not give financial, tax, or legal advice, quote rates, or promise returns. They work inside your approved language, disclosures, permissions, and escalation rules.
No financial advice
No quoted rates
Approved language
Escalation rules
Built for
Who we serve
Producing agencies and advisors who miss leads after hours
Mortgage and insurance shops where the first response wins
Advisory firms where onboarding paperwork stalls new clients
Books of business that leak at renewal without reminders
Office managers juggling intake, documents, and follow-up
intake bottlenecks we fix
Your firm is not losing clients because the advice is weak.
It is losing them in the wait and the paperwork. A high-value lead comes in after hours and sits. A new client stalls on a document checklist. A renewal passes without a reminder. When intake and follow-up depend on a spare moment, the good ones slip away.
Where financial firms leak clients and revenue:
- 01High-value leads coming in after hours and going cold before a callback
- 02The same product and pricing questions answered by hand all day
- 03New clients stalling on document checklists and onboarding
- 04Renewals passing without a reminder, and the client shopping around
- 05Good inquiries going quiet because no one followed up
- 06Producers doing intake and paperwork instead of selling
Admin agents
Agents for the intake side of the firm.
Each agent gets a clear job, your compliance-approved language, and a handoff rule. Your producers stay on the advice. The follow-up stops falling through.
AI Lead Response
Answers new inquiries in seconds, day or night, so a high-value lead never sits while a competitor calls them back.
AI Qualification Agent
Asks your approved questions, routes by product, situation, and fit, and hands a clean summary to the right producer.
AI Document Collection
Chases the onboarding checklist, IDs, and statements so new clients stop stalling on paperwork.
AI Meeting Scheduler
Books the consultation or review, sends reminders, and follows up if a qualified prospect never picks a time.
AI Renewal & Review
Reaches clients ahead of a renewal and asks for a review after a good outcome, in your approved language.
AI Front-Office FAQ
Answers routine questions about products, process, and documents so the office stops repeating them.
By practice area
How Snappy handles the call changes with the practice area.
A crisis caller and an estate-planning referral need different handling. Snappy knows the difference.
Rate-shopped & fast
Mortgage and property insurance. The first response wins. Snappy answers in seconds and qualifies before they call the next quote.
Advice & relationship
Wealth, retirement, and planning. A longer decision. Snappy nurtures the lead and books the meeting when they are ready.
Renewal & retention
Benefits and policies. Snappy catches renewals before they lapse and turns a good outcome into a review and a referral.
Proof and outcomes
The model is already proven in services.
When we built AI agents around intake, follow-up, and billing for a services business, recurring revenue grew 172% in 90 days. Financial firms have the same leak points: slow lead response, onboarding friction, inconsistent follow-up, and quiet renewals.
- +172%
- recurring revenue in 90 days
- +64%
- profitability improvement
- +38%
- renewal rate improvement
- 30 min
- AI agent mapping call
Ways to start
Start with the admin work that is already costing time.
Start
$149/mo per agent
Use one agent for one clear job: intake follow-up, consultation scheduling, document chase, or billing reminders.
Several agents
Most firms use 3-6 agents
Connect the roles that touch the same matter so intake, consults, paperwork, status updates, and billing do not live in separate silos.
Mapping call
Book a call first
We look at your current workflow and identify the first agent that saves time without touching legal judgment.
No legal advice. No replacement for attorney review. Just firm-approved agents handling the business-side follow-through.
Find the clients hiding in your slow response and stalled onboarding.
We will map your lead response, qualification, document collection, and renewal follow-up in 30 minutes, then show which AI agent should go first.
Lead response · qualification · document collection · booking · renewals