Front Office AI · Banking

ZANUS FRONT OFFICE FOR BANKING — BUSINESSES & HOUSEHOLDSNEW

Businesses, households and referral partners — mapped from real conversations.

An institution lives on its relationships: the household with a checking account, two car loans and a teenager’s first savings account; the LLC with an owner, a treasurer and a bookkeeper who calls every Friday; the employers whose payroll you run; the CPAs, realtors and auto dealers who send borrowers. The AI groups contacts under each household or organization automatically, scores the relationship, and flags the referrer or the business that has gone quiet.

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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

Contacts & Leads — 🏢 Companies

The real Companies tab: all the people, roles, combined timeline, health score.

What it does

Referral sources, clustered

Contacts from the same dealership, CPA office or realty cluster automatically; referrals per source, per quarter — without a spreadsheet.

Health score with the WHY

Every household and business carries a 0–100 score and the reasons: calls unanswered, documents missing, proposal open, the bookkeeper asking how to close an account.

The empty chair

The business where you only know the bookkeeper — flagged, so a business banker can reach the owner before the operating account moves elsewhere.

Inside Companies — the real screens

Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.

Contacts & Leads — 🏢 Companies
The Front Office CRM: every contact with its channel, company, industry and reference, the qualification status, the running follow-up sequence, the full timeline, the buying committee per company, the Import review queue and the Blacklist. This view: the "🏢 Companies" tab.
Start free — see it on your own institution7 days · no credit card · nothing to install. Give it your website and it is yours to test.

Health score on everything — always with the WHY

Every contact and company carries a 0–100 health score recomputed from real events: recency, demo engagement, quote opens, reply sentiment, call outcomes. "62 and falling — no reply to the last two touches, quote unopened for 9 days."

  • On contact cards, company cards and a sortable Statistics column
  • Falling scores surface in the morning briefing’s At Risk list
  • Available on its own or inside a solution
Health score column

Available on its own — or inside a solution

One subscription per company — never per seat. Your whole team uses it, on their own phones, at no extra charge; add operators only for the people who run the dashboard. See pricing →  ·  Try it free 7 days, no credit card →
A stakeholder map guessed from CRM fields is an educated guess. Ours already met the committee — it talked to every one of them. The map draws itself from real conversations.

Questions, answered

Does this include business and commercial relationships?

Yes. A business is an organization with its owner, treasurer and bookkeeper as contacts, each with the role inferred from what they actually asked — the decision makers of a commercial relationship, mapped without a form.

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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