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
Agents do not give financial, tax, or legal advice, quote rates, or promise returns. They work inside your approved language, disclosures, permissions, and escalation rules.
Built for
Who we serve
intake bottlenecks we fix
Leads go cold 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 lose clients and revenue:
- High-value leads coming in after hours and going cold before a callback
- The same product and pricing questions answered by hand all day
- New clients stalling on document checklists and onboarding
- Renewals passing without a reminder, and the client shopping around
- Good inquiries going quiet because no one followed up
- Producers doing intake and paperwork instead of selling
The 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.
How we tailor it
Snappy handles the work differently by segment.
Different parts of your business need different handling. Snappy adapts to each.
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 8 months. Financial firms have the same problems: slow lead response, onboarding friction, inconsistent follow-up, and quiet renewals.
+172%
recurring revenue in 8 months
+64%
profitability improvement
2.2x
revenue grown at Blue Eye ($5M to $11M)
Ways to start
Start with the work that is already costing time.
Start
$149/mo per agent
Put one agent on one clear job: answering, follow-up, scheduling, or reminders.
Several agents
Most teams use 3-6 agents
Connect the roles that touch the same workflow so intake, scheduling, follow-up, and updates do not live in separate silos.
Mapping call
Book a call first
We look at your current workflow and find the first agent that saves time without touching the work only your team should do.
Your team keeps every decision. Snappy handles the business-side follow-through, inside your approved language.
Find the clients hiding in your slow response and stalled onboarding.
We will map your lead response, qualification, document collection, and renewal follow-up, then show which AI agent should go first.