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Financial ServicesAI + Automation

From 2-Hour Reports to 60-Second Drafts — 30% More Policies Closed in 60 Days

Financial Services Agency

12 hrs/dayrecovered per agent
2—lead handling capacity per agent
30%increase in closed policies (first 60 days)
3 weekspayback period

A financial services agency was bottlenecked by paperwork. Agents spent 2–3 hours per lead on KYC forms and suitability reports instead of closing deals. We built a custom AI agent trained on their knowledge base that drafts compliance-grade reports in under 60 seconds. Capacity doubled. Policies up 30%. Paid back in 3 weeks.

The Problem

Agents were doing paperwork instead of selling.

Every time a new lead came in, the process looked the same: manually copy a KYC template from Google Sheets, rename it, attach it to the CRM record, hop on a call to fill it out, then spend 1.5–2 hours drafting a suitability report from scratch based on the client's answers and the agent's memory of the product catalogue.

Start to finish, that's 2–3 hours of admin per lead. With 4–6 leads per agent per day, entire shifts were consumed by paperwork before a single deal was closed.

Reports sent 24–48 hours after the call — by which time leads had gone cold or moved to a competitor. Each agent wrote reports differently, so quality was inconsistent and compliance oversight was a headache.

  • 2–3 hours of manual admin work per lead
  • Agents capped at 4–6 leads/day due to paperwork burden
  • Reports sent 24–48 hours after call — not same-day
  • Inconsistent report quality across agents
  • Manual KYC template creation for every new lead

What We Built

A custom AI agent trained on their business, wired into their CRM, with a human approval step before anything reaches a client.

01

Auto-create KYC on every new lead

The moment a lead is added to the CRM — whether from a web form, referral, or manual entry — the automation triggers. A KYC sheet is generated from the master template, named correctly, and attached directly to the CRM record. The agent gets a Slack or email notification: "New lead ready, KYC attached." No more manual copy-paste.

02

Agent fills KYC on the call — not after

During the qualification call, the agent has the KYC already open in the CRM. They fill it in real-time as the client answers questions. No post-call reconstruction from memory. The call ends, the KYC is done.

03

KYC submitted ? AI drafts the suitability report

Once the agent submits the completed KYC, the custom AI agent activates. It was trained on 100+ past suitability reports, the full product catalogue (insurance products, investment strategies, pricing), compliance rules, and matching logic. It reads the KYC answers and drafts a complete, client-ready suitability report in under 60 seconds.

04

Agent reviews, approves, sends

The draft lands in the agent's inbox for review. They read it — usually takes 2–3 minutes. Most of the time, no edits are needed. They click "Approve & Send" — the report is logged in the CRM and emailed to the client automatically. Nothing reaches a client without human sign-off.

Technical Breakdown

Automation enginen8n — orchestrates the full workflow, handles CRM webhooks, triggers AI, manages email dispatch
AI layerClaude API — custom agent with system prompt trained on company knowledge base (products, pricing, compliance, 100+ past reports)
KYC creationGoogle Sheets API — auto-generates from master template, attaches to CRM record
CRM integrationReads new leads, writes completed reports, updates record status
SecurityAll client data encrypted in transit and at rest. Audit log of every report generation for compliance. Human-in-the-loop — AI drafts, agent approves, nothing auto-sends.

Ready to be next?

Tell me where your biggest bottleneck is.

30-minute audit call. I'll map out exactly what to automate, what it costs, and what you'll get back. No fluff.