LIVE DEMO — WEALTH ADVISORY FIRMS

Every client call answered — even on a red Monday.

The day the market drops, every household calls at once — and the prospect who reaches voicemail dials the next advisor on the list. The Zanus AI front office answers every call and chat, 24/7: books the review, takes the concern down verbatim, answers the operational question — and routes anything touching advice straight to your advisors, by your rules.

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Free personal demo in your inbox in ~2 minutes · no sales call · built for YOUR firm

Every ring on your lines: answered, booked, transcribed — while advisors stay in meetings.

One day with the AI

Three moments from a typical wealth advisors front office — handled while your team does the human part.

9:47 AM · The red-Monday wave

The index opens down 4% and eleven households call in twenty minutes. All eleven answered in one ring: concerns taken down word for word, reassurance calls booked, the anxious ones flagged to their advisor first.

6:40 PM · The referral after hours

A referred prospect calls after close. The AI asks your qualification questions, offers real openings on the right advisor’s calendar, books the discovery meeting and sends your intake packet — transcript logged before morning.

11:20 AM · The transfer question

“Did my rollover land yet?” The AI answers exactly what your firm approved about the process and timelines, captures the account question with full details, and routes it to operations — never a guess about a balance.

What it does for you

The lines, covered

Phone and website chat answered 24/7 in up to 40 languages — scheduling, directions, document logistics, what-to-bring for the first meeting.

Reviews actually booked

Quarterly and annual reviews scheduled end to end against real advisor calendars, two-way sync, confirmations and reminders in the client’s language.

Never a word of advice

Portfolio, tax and planning questions route to your advisors by YOUR rules. The claim guard blocks anything not in your approved knowledge.

Watch it run on a firm like yours

The demo is not a slideshow — it is the product, configured for an advisory firm: the AI answers a market-day call, qualifies a referral, books the review and routes the account question. Fill four fields and YOUR version — your services, your process, your calendars — lands in your inbox in about two minutes.

Interactive: ask it your own client questions mid-demo
Built for YOUR firm from your website
Flat price, unlimited advisors and staff — never per seat

Asked in your callers’ own words

Real question types from this business — and what the AI does with each. Grounded in YOUR approved knowledge: no source, no claim.

“Should I be worried about my portfolio today?”

Never speculates: gives your approved message verbatim, books the advisor call, and flags the household as a priority callback.

“What are your fees?”

Answers exactly what your firm publishes about its fee structure — never an invented number — and books the discovery meeting.

“What do I bring to the first meeting?”

Reads your intake checklist, emails the document list and the forms, and confirms the appointment in the same conversation.

Answering services relay messages. Client portals wait for logins that never come. The Zanus AI front office ANSWERS — phone and chat, in the client’s language, books into your real calendars, and never says a word beyond your approved knowledge.

Questions, answered

Can it discuss accounts or give investment advice?

No — and that is the point. It handles scheduling, logistics and the information your firm approved, verbatim; anything touching advice, performance or money movement routes to a licensed human by your rules, with a transcript.

What about client confidentiality?

The AI answers only from your approved knowledge — it never improvises. For the strictest mandates, the same system runs fully on-premises on servers you own: client data never leaves your building.

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The Front Office answers. The Back Office executes.

This demo is the AI that answers — phone, chat, quotes, bookings. The work INSIDE your advisory firm — documents, tasks, procedures, automations — is Back Office AI, specialized for Finance. Most companies run both: one AI answering, one AI executing.

Back Office for Finance →Explore Back Office AI