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.
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):
Cover my brother’s long-term care costs.
Spend more holidays in Switzerland.
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 specially 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.