AI Avatar for Wealth Management. An AI avatar for financial advisor websites
AI Avatar is an AI avatar for financial advisor websites: a face in your website chat whose lips follow her voice, for prospects who want to see who answers before they call. She explains how your firm works from your own pages, in the visitor's language, and hands over to the right department's face and voice.
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7 days free · per company, never per seat · nothing to install
Tap to talk
The chat opens with her face above the conversation; tap to talk starts the voice, and her first line names the page the prospect is reading.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Show the face on the home page but not on the client login page.”
Lisa“The home page keeps the face; for the client login page, your webmaster adds data-avatar off to its widget line.”
You talk. Lisa sets it up. Applied only on your yes.
How Wealth Management use it
A widow nervous about a first meeting taps the face, hears how the meeting runs, and books one with an advisor.
A family business owner asks in Mandarin about your services and hears the answer in Mandarin, your pages shown beside it.
A visitor asks whether a fund is a good buy; she says an advisor answers that and offers a first meeting.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- A talking avatar in the chat widget, same knowledge, same voice, same record
- Presents your pages and pictures while it talks
- The face of your company on the site, in 40 languages
Add it to AI Webchat or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Avatar does, for every business ›
Works withAI WebchatLisa, your AI assistant
A face to talk to
A talking AI avatar for wealth management websites
Tap to talk
The prospect taps her picture and speaks; her first line names the page they are reading, such as your retirement-planning page.
Interrupt like a person
With a conversational avatar for RIAs, a prospect can cut in while she speaks, and her words also appear as captions in the full view of the chat.
Shows while she talks
When she mentions a topic with its own page she opens it, and she holds up your pictures when a prospect asks to see one.
Only on the pages you want
Pages that must stay without a face, such as a client login page, keep the text chat once your webmaster switches the face off there.
Set-up
A multilingual AI avatar for financial advisors in 2 minutes
Choose who speaks
Keep Lisa or give each department of the firm its own person: a name, one of the ten looks and one of the thirteen voices.
Preview the pair
Preview shows the face speaking with that voice as a prospect would see it; adjust the pace or the tone if needed.
Switch the face on
Tick show a face in the chat, choose how the face moves and the backdrop behind it, then try the chat as a visitor.
A week on your site
Run her on your firm's own website for 7 days with no credit card and read every session she held.
Questions & answers
AI Avatar for Wealth Management: questions & answers
Should a financial advisor's website have an AI avatar?
As an AI video assistant for advisory firms, it helps prospects who want a personal first impression before they call. The face answers from your own pages, by voice or text, in the visitor's language, and books the first meeting the way the chat does.
Does the avatar need the website chat?
Yes. AI Avatar works on top of AI Webchat and gives that chat a face; the same names, voices and faces then speak on the phone, in AI demos and in the mail signature.
Can each team at the firm have its own face?
Yes. Lisa opens the chat and hands over to the person you set for client service, new clients or another department, and the face, the name and the voice change together.
Which languages does the avatar speak?
The visitor's. Every one of the thirteen voices speaks every language, so the same face can answer a Spanish-speaking prospect and then a German-speaking one.
What does she do when she does not know an answer?
She says so, and the question goes to your team, so the prospect is answered by a person at the firm rather than by a guess.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Wealth Management ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.
Ready to buy? See plans & pricing ›
Or call +1 (954) 736-3939 — the AI answers.