Client Intake
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.
Why This Matters
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.
Onboarding doesn't fail because people don't care. It fails because the information isn't complete, standardized, or validated upfront.
What This Agent Automates
- check_circleExtracts fields from PDFs, scanned forms, emails, and notes
- check_circleStandardizes data into clean, CRM-ready fields
- check_circleFlags missing or inconsistent onboarding requirements
- check_circleCompares advisor-entered info with custodial requirements
- check_circlePackages clean data for downstream workflow
What It Eliminates
- closeManual retyping of form data
- closeNIGO loops with custodians & ops
- closeChasing advisors for missing fields
- closeInconsistent client profile data across systems
How It Works
Ingest
Forms & documents: PDFs, emails, scans, custodial packets.
Extract
Names, objectives, accounts, beneficiaries, preferences.
Validate
Required fields, custodial requirements, firm-specific rules.
Package
Clean, standardized data pushed to CRM + next workflow step.
Example Outputs
Missing: Investment Objective — required for account opening.
Inconsistent: Advisor-entered 'Moderate' vs Form value 'Aggressive'.
Ready for submission: All onboarding fields validated.