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AI follow-up questions in FactFind

Summary

  • Add an AI Follow-up questions step at the end of any FactFind template that includes Financial Objectives.

  • AI Follow-up questions are generated for clients to gain a deeper understanding of their financial objectives, based on the book Soul of Wealth by Daniel Crosby and the PERMA model.

  • Questions are AI-generated, shown as open text fields, and clearly labelled as AI.

  • Data isn’t shared to train any model and is handled securely.

Description

AI Follow-up Questions deepen adviser-client conversations by asking short, relevant prompts based on a client’s Financial Objectives. They’re designed to surface motivations and light wellbeing considerations, helping advisers connect advice to what truly matters.

In any FactFind template that contains Financial Objectives, a new final step called Follow-up questions is added.

  • This step includes:

    • A brief explainer about how AI follow-ups work.

    • A toggle to include/exclude the step for that template.
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If the toggle is off, the Follow-up step won’t appear in the FactFind.

What clients see

  • The last step shows short, plain-English prompts as individual open-text questions.

  • For couples, each member gets their own set.

  • We explicitly note that “These questions were generated by AI.”

Privacy & security

  • Data is not used to train any models.

  • Data used for AI follow-ups is handled within Timeline’s secure environment in line with our data protection policies.

Example

Client’s Financial Objectives (example):

  1. Cover my brother’s long-term care costs.

  2. Spend more holidays in Switzerland.

  3. Retire at 60 with a comfortable income.

AI Follow-up questions (client view):

  • What inspired you to make your brother's care fees a top priority right now?

  • Why are holidays in Switzerland especially appealing or important for you?

  • How do you see balancing support for your brother with spending on Swiss trips?

  • When you imagine achieving these goals, what does it add to your everyday life?

Conclusion

AI Follow-up Questions help advisers move beyond numbers to the why behind a client’s plan—without adding friction. They’re optional, client-first, secure, and easily enabled per template.

Start using them to spark richer conversations, uncover trade-offs early, and deliver more personal, meaningful advice. If you need help or have feedback on question quality, contact your Timeline representative or support.