Turning a Discovery Call Into a Product
Wealth ManagementA branching self-serve diagnostic that surfaces personalized tax findings in real time, replacing the discovery call a sales process used to require.
Overview
A US wealth-management firm's sales process spent an entire discovery call collecting a prospect's financial situation before offering any value back. Canvas Labs Partners built a public, self-serve tax diagnostic that replaces that call with branching questions and real-time personalized findings.
Live self-serve diagnostic
launched and in production, not yet marketed
Dozens of tax findings per session
generated from a branching three-minute questionnaire
Challenge
Before a prospect received any value, a rep spent a full call collecting their financial situation: net income, assets, tax bill, family status. The firm needed to give real value to a cold visitor upfront, inside the disclosure limits a registered investment adviser operates under, without requiring documents or exact balances.
Solution
Canvas Labs Partners built a branching questionnaire that asks only what a three-minute session allows, no documents and no exact balances required, then surfaces findings beside the questions in real time rather than at the end. Underneath sits a proprietary rulebook mapping answer combinations to specific, triggered tax findings drawn from the tax code, built alongside one supporting engineer.
Every finding is labelled as something the visitor can act on alone or something that needs an advisor, so the free, self-serve findings are what make the advisor-led ones credible rather than a sales pitch in disguise.
Customer
US wealth-management firm
Services
- Product design & UX consulting at scale
- Product growth & operations analytics
Tech stack
About us
Canvas Labs Partners is a software consulting team that designs and ships production agentic AI systems: multi-agent pipelines, tool-calling architectures, and human-governed automation, together with the trading infrastructure, blockchain, mobile, and product engineering those agents plug into. We publish our work as a case ledger rather than a portfolio, so every claim on this site links to the engagement behind it. Engagements follow the same four-step discipline, Map, Bound, Instrument and Govern, whatever the stack, and every entry in the ledger carries a result we are willing to be measured against.
Delivered individually, in a prior role, by one of Canvas Labs Partners’ founding team members. Not by the firm itself.
Have a system like this one?
We built this one end to end. If you are facing something similar in wealth management, book a free discovery call and we will tell you what it would take.