# Life Event Trigger Check-in — Financial Services AI agent | Mihu AI

Financial Services · Advisory

# Life Event Trigger Check-in

Reach out when a life event is mentioned or known, prompting a review conversation with the adviser.

Set up this outcome

## Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

## How it works

Identifies a life event signal from client communication or a scheduled check-in question, via the CRM.

Confirms the event and notes its relevance, without offering any planning suggestion itself.

Books a review appointment with the adviser to discuss potential plan adjustments.

Logs the life event to the client profile for the adviser's context ahead of the meeting.

## Data sources

CRM client profile/communication log

## What it targets

Detected life events resulting in a scheduled review Target 70%