ZANUS FRONT OFFICE FOR BANKING — FOLLOW-UP & OUTREACH
Follow-up that does not miss a member — and stops the moment a person should call.
The document checklist after the inquiry, the missing pay stub chased twice, the application abandoned at the ID step, the appointment reminded, the new member welcomed in their first week, the CD maturing next month, the household not heard from in a year. Every sequence runs on its own clock, in the member’s language, with your approved wording and consent rules — and a reply alerts a person. No banker sends the third reminder by hand.
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 Marketing menu: funnels, chase presets, templates, automated events and follow-ups.
What it does
ID, proof of address, pay stubs, operating agreement, signatures: the checklist goes out, the missing item is reminded on schedule, the arrival stops the sequence.
The abandoned application, the no-show, the CD-maturity question — followed up with your wording; a reply hands the thread to a banker.
The new member’s first-week sequence, the household gone quiet — contacted on their preferred channel, within the consent they gave, with your wording only.
Inside Marketing — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
From demo to quote to signature — one funnel, no gaps
The AI Demo, AI Quoting and Web Forms all hand their leads to Marketing. Each preset knows what happened before: "watched 80% of the demo, asked about pricing twice, quote unopened for 6 days" becomes the next email, not a guess.
- Presets: demo chase, quote chase, web-lead chase
- AI direction in one sentence: "friendly, mention the trade-in offer"
- Every send, open, click and reply on the contact timeline
Escalation to a human, on purpose
A funnel is not a spam cannon. When a lead replies, opens the quote three times or asks a question, the sequence stops and the lead lands in the NEEDS HUMAN queue with the whole story attached — your rep calls a warm customer, not a list.
- Reply = sequence stops, human notified
- Engagement thresholds you set
- Phone call-back can be the last step of any funnel
Measured on the forecast board, not in feelings
Every funnel step shows on the Statistics → Forecast board: which sequence moved which deal, close probability before and after, and the WHY sentence for each change.
- Funnel performance per preset
- Close probability with the WHY
- Export PDF / XLS or schedule the report by email
Available on its own — or inside a solution
Questions, answered
Can members opt out?
Always, in one tap, per sequence or entirely. Opt-outs are honored across every channel and recorded on the member’s file, where compliance can see them.
Which solution includes it?
Available on its own or inside a solution. Which solution includes what: see pricing.
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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