bQuest, an aging-care and end-of-life planning intelligence platform built exclusively for financial advisors, has launched bQuest Navigator, an AI-powered matchmaking tool designed to help advisors connect clients with vetted aging-care and longevity service providers more efficiently.
The new conversational AI capability aims to address a longstanding challenge in aging care and longevity planning: knowing where to begin. As more than 10,000 Americans turn 65 each day and caregiving resources grow increasingly constrained, families and advisors often struggle to navigate a fragmented and unfamiliar landscape of services, including senior living, memory care, caregiving, care coordination, and family support.
bQuest Navigator is designed to replace static directories and dropdown-based searches with a conversational interface that lets advisors describe client situations in plain language. Advisors can layer in factors such as cognitive decline, health conditions, urgency, geography, family dynamics, and emotional context. The system applies AI-driven analysis, contextual modeling, and sentiment signals to interpret the situation holistically, identify the appropriate support category, and generate a personalized shortlist of vetted providers.
In addition to matching families with providers, the tool offers contextual explanations for each recommendation, enabling advisors to clearly communicate why specific providers were selected and helping clients better understand their options.
The tool is fully integrated within the bQuest platform, allowing advisors to track evolving client needs over time, share curated provider recommendations directly, facilitate warm introductions to vetted professionals, and maintain continuity within a single workflow.
For advisors, the launch represents an expansion of their ability to support clients beyond traditional financial planning without requiring specialized expertise in aging care. For clients, the platform aims to replace guesswork and disconnected research with structured, personalized guidance during complex life transitions.
bQuest said the launch of bQuest Navigator marks the beginning of broader AI applications within the platform, focused on shortening the education cycle for advisors, increasing confidence in provider selection, and strengthening multigenerational client relationships.
bQuest Navigator is now available to advisors through the bQuest platform.
KEY QUOTES:
“Families don’t need more directories, Google searches, or disconnected referrals, they need precision and clarity at highly emotional times. bQuest Navigator mirrors the way real client situations unfold, enabling advisors to translate complex, multi-variable aging and care scenarios into targeted recommendations they can confidently act upon. This is just the beginning of how AI can support advisors and families in this space. bQuest Navigator applies AI to structure a problem that has historically been unstructured and fragmented. By pairing AI with a curated provider ecosystem, we can reduce friction, provide clearer starting points, and bring speed, consistency, and confidence to decisions that most families are navigating for the very first time.”
Lauren Clough, Co-Founder and CEO of bQuest
