ZANUS FRONT OFFICE FOR BANKING — AI BRIEFING NEW
Your morning starts with the overnight already handled.
Before the branch opens: how many members called after hours, which lost cards and disputes were filed, which loan-officer and notary appointments were booked, which account applications stalled on a missing document, which business owner asked for a call — and the three members who need a person today. Not a summary of fields your bankers typed: a report of the conversations the AI itself had. In-app and by email, every day.
Try it free 7 days on your own business · no credit card · per company, never per seat
REAL AI - the whole Front Office is AI, not old software with an AI button. Give it your website: it learns your company, works from your approved knowledge and gets better with every answer you approve.
Live on this site right now — the assistant in the corner is the product · Award-winning AI — CES · ISE · TMCnet
The real AI Briefing menu: the morning digest, then ask your pipeline anything.
What it does
Calls answered per branch, requests filed, appointments booked, documents received — the frontline starts the day with the work done, not a voicemail backlog.
The member asking whether to move savings into a CD, the fee complaint, the fraud report, the LLC owner ready to open — ranked, with the transcript.
“How many account-opening inquiries this week?” “Which branch had the longest queue Monday?” Answers from your data only — no data, no claim.
Inside AI Briefing — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
Ask-your-pipeline: question your business in plain language
"Which deals went quiet this week?" "Which branch took the most lost-card calls after hours this week?" "How many account-opening inquiries are still waiting for documents?" It answers ONLY from your tenant’s data — no data, no claim, the same discipline as every Zanus answer. It can draft the follow-up email; sending always stays with you.
- Contacts, companies, funnels, quotes, transcripts, stats
- Numbers come from queries, never from model memory
- Drafts land in your operator queue — never auto-sent
Deal Plan: the plan to win, one click
On any contact or company: stakeholders engaged (and the missing ones), objections raised — answered and unanswered — engagement trajectory, and the next three steps as concrete Front Office actions.
- One page, human-readable, regenerate anytime
- Built from the full story: every call, chat, demo and email
- Works at company level too
Available on its own — or inside a solution
Questions, answered
Who receives the briefing?
Whoever you choose: branch managers with their own branch only, the contact-center lead, the member-experience manager, the business-banking team with its own relationships. In-app and by email, with shortcuts into every record it mentions.
Does it act on its own?
It reports and drafts. Follow-up messages land in your operator queue for a click; nothing that touches an account, a fee, a complaint or advice is sent without a person.
Try it free on your own institution. 7 days. No credit card.
Give it your website. It learns your company. Then call it, chat with it, e-mail it — and decide. Nothing to install, nothing to cancel.
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