ZANUS FRONT OFFICE FOR BANKING — APPLICATIONS & INQUIRIES

Every application and inquiry worked in minutes, not days.

“Open an account” forms, loan pre-applications, “can I join” questions, business-banking requests and callback forms arrive around the clock — and half of them are abandoned before the last field. The AI acknowledges each one immediately, asks what it needs, matches the applicant to the right loan officer or business banker, books the appointment and sends the document checklist — and keeps following up until the application is complete, with consent and opt-out rules built in.

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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

Web Forms — form builder, submissions and downloads

The real Web forms menu: contact, gated downloads, intake — built in the dashboard.

What it does

Forms that lead to an appointment

The Sunday-night form becomes a conversation in minutes: confirm eligibility from your rules, offer slots with the right banker, send the checklist, confirm.

Abandoned applications rescued

The applicant who stopped at the ID step is contacted the same day on their preferred channel, with what is still needed.

Your forms, or ours

Keep your website and online-banking forms and connect them, or use the built-in inquiry and callback forms — live in minutes.

Inside Web & Leads — the real screens

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

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.

From form fill to booked meeting, hands-free

The system itself works the leads: instant grounded reply, demo link, follow-up sequence, booking. Your staff handles only the "needs human" queue.

Response in minutes, 24/7
Every touch logged with transcript
Competitor and free-mail screening built in

From form fill to booked meeting, hands-free

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 →

Software your team operates — or an AI Front Office that does the work? This capability is part of one integrated Front Office: enable it when you need it, and the AI runs it with the rest.

Questions, answered

Can we import a member list for outreach?

Yes — upload the list, choose the new-member welcome or CD-maturity sequence, and the AI contacts members on their preferred channel with your approved wording. Opt-outs are honored automatically.

Does the AI approve or decline anyone?

It applies the intake rules you set — membership eligibility as published, service area, account types, documents required — and books or routes. It makes no eligibility, credit or approval decision; those stay with your staff.

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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