Qualify Prospects and Capture Compliance Details from the First Interaction
Sift structures advisory enquiries into client profiles with assets, goals, risk tolerance, and compliance flags -- so advisors spend time advising, not administrating.
Under 15 seconds
Prospect qualification time
91%
Compliance data completeness at intake
62%
Advisor admin time reduction
The intake problem in financial services
- Prospects describe their financial situation in scattered, non-standard ways across emails and web forms
- KYC and suitability data must be extracted manually before any advisory relationship can begin
- Compliance teams need consistent, auditable intake records but advisors submit inconsistent notes
- High-net-worth leads get the same slow intake process as routine enquiries
See how Sift handles financial services intake
What users type
What you get
Robert Chen
52
Retirement planning (target age 62), college funding (daughter, age 14)
$1.55M ($1.2M 401k + $350K brokerage)
$650K home, $180K mortgage remaining
$245,000
Conservative (scarred by 2008 losses)
Fidelity (401k), Schwab (brokerage)
Recommended form fields for financial services
Recommended Form Fields
Creates the client record and initiates KYC documentation
Drives the advisory approach and product recommendations
Determines fee tier, service level, and minimum thresholds
Required for suitability assessment and compliance documentation
Impacts retirement projections and savings rate analysis
Identifies consolidation opportunities and transfer logistics
Critical for retirement timeline calculations and life-stage planning
Secure channel for financial documents and engagement agreements
Frequently asked questions
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Templates
Use Cases
Sift extracts intent, budget signals, and urgency from free-text lead forms, then scores and enriches every submission so sales can prioritise instantly.
Client IntakeSift transforms free-text client intake submissions into structured profiles with goals, requirements, and red flags extracted automatically.
Complaint HandlingSift analyses customer complaints to extract the core issue, severity, desired resolution, and emotional tone so your team can respond with precision and empathy.