video1.0<iframe src="https://www.loom.com/embed/e14146687c2e4ce2b928569af4848b1d" frameborder="0" width="1146" height="859" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8591146Loomhttps://www.loom.com8591146https://cdn.loom.com/sessions/thumbnails/e14146687c2e4ce2b928569af4848b1d-8f5bc0f4cdeeaea7.gif289.70666700000004This Loom demonstrates how Alistair, a chat-first financial assistant, helps users build a personalized financial profile and generate recommendations. It walks through a test account for Kai and Malia, a married couple renting in Portland who are trying to buy a house and have kids but struggle to save, showing how Alistair collects details like incomes, savings, debts, and retirement accounts. The video explains that this information feeds every chat silently behind the scenes and is viewable in the Knowledge page, including example details such as a 401k worth $45,000. It also covers robust document parsing for expense analysis, remembering goals for follow ups at 30, 60, and 90 day check-ins, and tracking net worth over time via uploaded account screenshots or text updates.