ZANUS FRONT OFFICE FOR WEALTH MANAGEMENT — AI AVATAR
Your firm greets prospects face to face — online.
The AI Avatar is a lifelike presenter built into your Front Office: it welcomes visitors, explains who the firm serves, how you work and what a first meeting covers, speaks with real voice in up to 40 languages, and books the meeting. It introduces itself as your AI assistant and never gives advice. Not a video. A live conversation with a lifelike AI presenter your prospects can see.
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
Live on a client’s site: Lisa answering face-to-face — grounded pricing answer, one tap to a human.
What it does
A face that explains what a first meeting covers, what to bring and how long it takes — before the prospect meets an advisor.
“Connect me with an advisor” is always there. The avatar hands over with the transcript attached, or books the earliest slot.
Name, face, voice and backdrop — your office, your colors — configured at your Done-for-You AI Launch, with your compliance wording.
Inside AI Avatar — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
Next-generation chat, face to face
The chat window becomes a conversation face to face: your AI presenter speaks, listens with barge-in, and shows what it explains — while every word stays grounded in your approved knowledge.
- Real-time speech with barge-in — “speak naturally, interrupt anytime”
- Text, voice, or face-to-face: the visitor chooses
- One tap to a human: “Connect me with a sales rep” is always there
- Claim guard: no source, no claim — now with a face
Your demos get a presenter
The flagship AI Demo gains a human presence: the avatar delivers your approved storyline eye-to-eye, answers live questions from your knowledge, and books the meeting at the end. Viewers toggle the face with a USE AVATAR control — on a slow connection the voice continues seamlessly.
- Narrates the exact pitch you approved
- Live Q&A mid-demo, then resumes the script
- Delivered ~2 minutes after the form fill, any hour
- See AI Demo — the flagship →
A presenter persona, tailored to your brand
At your Done-for-You AI Launch you configure the persona your clients meet: name, portrait, backdrop — your office photo, brand color or a transparent stage — and where it appears (sales conversations only, or every chat). Voices are configurable per department.
- Name, face, voice and backdrop set at launch
- Backdrop: office photo, brand color, your own image
- Appears where YOU decide — sales chats only, or everywhere
- Per-department voices included
Available on its own — or inside a solution
Questions, answered
Will prospects think it is a real advisor?
It introduces itself as your firm’s AI assistant. The face makes the conversation easier, especially for older clients and for languages your desk does not speak — it never pretends to be a licensed person and never gives advice.
Which solution includes it?
Available on its own or inside a solution. Which solution includes what: see pricing.
Try it free on your own firm. 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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