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Concierge

Your intake form collects a service type. A conversation captures the financial picture.

Perspective replaces your static intake with an AI conversation that captures financial goals, complexity, timeline, and eligibility — so your advisors start every engagement prepared.

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Your intake form collects a service type. A conversation captures the financial picture.

Prospects prefer it

~90% completion rate vs ~46% for static forms. Conversations feel like talking to an advisor, not filling out a contact form.

Structured + deep

Captures the CRM fields your system needs, plus the financial context that determines fit and priority — in one conversation.

Routed in real time

High-net-worth prospects go to senior advisors. Simple returns go to associates. Complex cases get flagged for specialists.

From Form to Conversation

A conversation captures what a dropdown never could

  • Your form gets a “service needed” dropdown. Your concierge learns financial goals, income complexity, and what triggered the inquiry.
  • Follow-ups adapt to every answer — a first-time homebuyer gets different questions than someone refinancing an investment property
  • Prospects share more because it feels like talking to an advisor, not filling out a contact form
  • The result: structured client data your CRM can act on, plus the financial context that determines fit
Popular Features
→ Inside the Concierge agent→ Why static forms fail
Person having a conversation with Perspective AI
ConciergeTell us what you’re looking for.
Lead Score
92
Qualified
yourfirm.com/get-started
Request a Consultation
Full name *
Enter your name
Phone / Email *
How should we reach you?
Service needed *
Select a service...
Tell us about your situation
Optional...
Request Consultation

Stop Wasting Discovery Calls

This form is costing you advisory hours

  • A contact form and a service dropdown — that’s all your advisor gets before a 30-minute discovery call
  • Every prospect gets the same generic experience — no way to tell a high-net-worth client from a simple inquiry
  • Your best advisors spend mornings on calls that could have been qualified in 2 minutes
Popular Features
→ Try it on your form→ Compare to Typeform

Better Input, Better Advice

When advisors know more, every engagement starts right

  • Every qualified prospect arrives with financial goals, complexity signals, eligibility details, and urgency — before the first call
  • Advisors decide who to prioritize, which products to recommend, and how to prepare — based on real financial context, not a dropdown
  • Complex cases get routed to specialists; straightforward inquiries get handled efficiently
Popular Features
→ Browse finance templates→ Inside the Concierge agent
Prospect inquiresRequests a quote
Concierge qualifiesIncome, credit, readiness
92
Borrower profiled & routedQualified → your team
Under 2 minutes, start to CRM

Talk About Great Conversations

DS

Dorit Sher

CEO

@ Experity

"Perspective is great! It's easy to talk to and really understands you. The best part? It gives you smart insights super fast. If you want a tool that's friendly and helps you get things done quickly, Perspective is the way to go."

KR

Katie Rich

Vice President, Customer Delivery

@ AppDome

"Overall, it was a fun and simple experience. I appreciated the flexibility to complete the interview in my own time, the friendly and professional tone of the AI, and its conversational nature. The summary at the end was a nice touch."

KY

Katie Yagodnik

Sr. Director of Digital Customer Success

@ Totango

"Perspective AI has been a game-changer for our team. It provides deep insights from our customers and team without adding to our workload. The ease of analysis saves us time and delivers objective, actionable insights effortlessly."

FAQ

Frequently Asked Questions

See what your form is missing.

Paste your intake page. We’ll show you the difference a conversation makes.

Free to try · No credit card required · Ready in 60 seconds

Templates

Start with a template built for qualify financial clients

Customize in minutes. Deploy when you're ready.

What's the primary financial goal you're working toward?

A

Qualify Financial Clients

Qualify prospects for mortgage, wealth management, and advisory services based on goals, timeline, and eligibility — without a discovery call.

Used 1,500+ times

Use Template

What's prompting you to look at new coverage right now*?

E

Qualify Insurance Inquiries

Go beyond policy type and coverage amount. Capture why they’re shopping, what happened with their last carrier, and what actually matters — so your team can quote with confidence.

Used 1,800+ times

Use Template

Are you looking to purchase or refinance*?

D

Prequalify Mortgage Borrowers

Learn income sources, urgency, and timeline before a loan officer picks up the phone. Serious borrowers get fast-tracked — with the context to close quickly.

Used 1,600+ times

Use Template