Did you get what you came in for?
F
Branch Experience Survey
Evaluator agent · 1.1K uses
Evaluator Agent
Client Onboarding Experience Feedback
A new client is quietly deciding whether to move the rest of their money. Wealth onboarding involves paperwork, transfers and waiting, and the client is forming a permanent impression of whether this firm is organized. This conversation runs while that impression is still forming and identifies the friction that quietly caps the relationship.
Share of wallet grown
Early attrition prevented
Unanswered questions caught
Used 1,019+ times
What's inside this template
Start from this conversation and adapt it to your team — change any question, add your own logic, and connect the tools you already use.
Information it collects
The initial meetings and paperwork experienceHow transfers went and whether any are outstandingWhat felt reassuringWhat felt like frictionWhether they know what happens nextWhether they intend to move more across
Questions it always asks
The core fields every response captures.
Always ask what felt reassuring and what felt like friction separately
Always ask whether they know what happens next
How it adapts
Follow-ups that change based on what people say.
If a transfer is still outstanding, ask what they have been told and by whom
If they do not know what happens next, flag it to the adviser immediately
Where it routes people
Different paths for different answers.
Send unresolved transfers and unanswered questions to the adviser the same day
Escalate repeated friction at one milestone to operations
Automations it can trigger
Actions that fire the moment a response comes in.
Alert #wealth-ops in Slack when onboarding friction repeats at one step
Update the client record in Salesforce with onboarding sentiment
Create a HubSpot task when a client does not know their next step
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How this AI agent works
The conversation walks the first weeks: the initial meetings, the paperwork, the transfers, and the first statement or review. It asks what felt reassuring and what felt like friction as separate questions, and checks whether they actually know what happens next, which is the single most common gap. It closes on whether they intend to move more across.
Getting started
- 1
Trigger four to eight weeks after the relationship starts
- 2
List the onboarding milestones a new client should have reached by then
- 3
Ask about reassurance and friction separately rather than as one score
- 4
Route unresolved items to the adviser before the first review
Template Details
- Agent Type
- Evaluator
- Category
- Banking and financial services
- Industry
- Financial Services
- Business outcome
- Improve customer satisfaction
- Job to be done
- Collect customer feedback
- Journey stage
- Onboarding
- Replaces
- Survey tools
- Integrations
- Salesforce, Hubspot, Slack
- Times Used
- 1,019+
Forms collect fields. Conversations capture context.
Static forms force complex situations into rigid dropdowns. Perspective captures structured data and the reasoning behind it — so your team makes better decisions, faster.
The static form
yoursite.com/intake
Category *
Select...
Details
Describe your situation...
Submit
Result:Category: "Other"|Details: "It's complicated"
No context. No follow-up. No next step.
- Onboarding satisfaction is usually measured at ninety days, by which point the client has already decided whether to consolidate and the opportunity has passed.
- Wealth onboarding involves long waits for transfers, and a standard survey cannot distinguish an acceptable wait that was explained from an identical wait that was not.
- Nothing in a standard form catches the client who does not know what happens next, which is the most common and most damaging gap in the first weeks.
The AI conversation
"Tell me more about the timeline — when did this start, and is there a deadline your team is working against?"
Extracted & structured automatically
Category
High-priority
Urgency
Deadline: 2 weeks
Sentiment
Frustrated but hopeful
Next step
Route to senior team
Triggered: Slack alert sent| CRM updated
Right team. Full context. Instant action.
- The conversation runs at four to eight weeks, while the client is still forming their impression and while a correction is still possible.
- It asks what felt reassuring and what felt like friction as separate questions, which produces a much more useful picture than a single onboarding score.
- Asking whether they know what happens next catches the single most common failure, and it can be resolved with one phone call from the adviser.
What is wealth client onboarding research?
It is feedback from new advised clients in their first weeks, focused on whether the practical experience matched the promise made during the sales process. The commercial stake is consolidation: most new clients arrive with only part of their assets and decide within the first months whether to move the rest.
FAQ
Frequently Asked Questions
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