Extracts and standardizes information from forms, PDFs, custodial packets, emails, and advisor inputs. It prevents NIGO loops by ensuring required onboarding information is complete before accounts move forward.
Onboarding breaks because information is spread across email, CRM notes, PDF forms, and custodial workflows — and nothing matches. Ops teams spend hours tracking missing fields, chasing advisors, and resubmitting packets. Most NIGOs aren't mistakes — they're incomplete intake.
Onboarding doesn't fail because people don't care. It fails because the information isn't complete, standardized, or validated upfront.
This agent fixes exactly that.
Forms & documents: PDFs, emails, scans, custodial packets.
Names, objectives, accounts, beneficiaries, preferences.
Required fields, custodial requirements, firm-specific rules.
Clean, standardized data pushed to CRM + next workflow step.
Missing: Investment Objective — required for account opening.
Inconsistent: Advisor-entered 'Moderate' vs Form value 'Aggressive'.
Ready for submission: All onboarding fields validated.
No more form ping-pong.
Fewer NIGOs, fewer chases.
Cleaner profiles.
Intake trail is complete.
Your advisors focus on clients. Your ops team gets consistency. Your principals get predictability. PitCrew handles the rest.