Replace Your Financial Services Intake Form With a Conversation That Qualifies.
Whether it’s a mortgage application, tax preparation intake, or wealth management inquiry, your intake form collects contact info and a dropdown. Perspective’s AI intake assistant replaces it with a conversation that captures financial goals, timelines, eligibility details, and urgency — so your advisors start every engagement with the full picture.
Same Contact Form. Same Dropdown. Same Discovery Call.
See what changes when you replace your static intake with conversational AI for lead intake that qualifies prospects before your team picks up the phone.
The Static Intake Form
- A contact form with a “service type” dropdown captures a name and an email — your advisors still spend 30 minutes on discovery
- Tax preparation intake forms collect the basics but miss the complexity: multi-state income, rental properties, business entities, estimated payments
- Real estate buyer intake forms ask for a price range but not motivation, timeline, financing status, or what fell through last time
- High-value prospects get the same generic experience as tire-kickers — no way to prioritize based on assets, urgency, or complexity
AI Financial Services Intake with Perspective
- Your AI intake assistant captures financial goals, timelines, complexity signals, and eligibility details through a natural conversation — not a 40-field form
- Adapts based on the service: a first-time homebuyer gets different questions than someone refinancing an investment property or preparing a multi-entity tax return
- Qualifies and routes automatically — high-net-worth prospects go to senior advisors, simple tax returns go to associates, real estate leads get matched to the right agent
- Works as lead intake software that captures context no form can — so your team starts every client relationship with the full picture, not a phone screen
Deploy AI Intake for Financial Services in Minutes, Not Months
Three steps to replace your static intake form with an AI intake conversation that qualifies prospects and captures the details your advisors actually need.
Define Your Qualification Criteria
Tell Perspective what to screen for — asset levels, income complexity, service type, timeline, and urgency. It builds the AI intake conversation that adapts to each prospect’s situation. No flowcharts, no code.
Embed on Your Website
Drop a single script tag onto your consultation request page. The AI intake conversation replaces your static form and works on any device. Prospects complete it on their own time — evenings, weekends, whenever they’re thinking about their finances.
Get Qualified Leads, Not Empty Forms
Your advisors get the full picture — financial goals, complexity signals, eligibility details, and urgency — routed to the right team member automatically. Tax prep goes to tax. Wealth management goes to advisory. Real estate buyer leads go to the right agent.
Try the AI Financial Services Intake Yourself
This is a live AI intake conversation — the same experience your prospects would have on your website. See how it captures what a contact form and dropdown never could.
This is a live conversation, not a recording.
A High-Value Prospect Just Filled Out Your Contact Form. Do You Know What They Actually Need?
Stop wasting discovery calls on information a better intake form would have captured. Give every prospect an AI intake conversation that qualifies, captures context, and routes to the right advisor — before your team picks up the phone.
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