ZANUS FRONT OFFICE FOR WEALTH MANAGEMENT — AI BRIEFING NEW
Your morning starts with the overnight already handled.
Before the market opens: which clients called after hours and what worried them, which reviews were booked or moved, which onboarding forms arrived and which are still missing, which beneficiary and statement requests were filed, which CPA sent a referral — and the three households that need their advisor today. Not a summary of fields your team typed: a report of the conversations the AI itself had. In-app and by email, every day.
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 AI Briefing menu: the morning digest, then ask your pipeline anything.
What it does
Client calls answered, reviews booked, forms received, requests filed per advisor — the client-service desk starts with the work done.
The client who asked whether to sell, the complaint, the CPA’s referral, the caller mentioning a death in the family — ranked, with the transcript.
“How many prospects this week?” “Which referrer went quiet?” “Whose onboarding is stuck?” Answers from your data only — no data, no claim.
Inside AI Briefing — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
Ask-your-pipeline: question your business in plain language
"Which deals went quiet this week?" "Which CPA referred the most new households this quarter?" "How many fee proposals are still unsigned?" It answers ONLY from your tenant’s data — no data, no claim, the same discipline as every Zanus answer. It can draft the follow-up email; sending always stays with you.
- Contacts, companies, funnels, quotes, transcripts, stats
- Numbers come from queries, never from model memory
- Drafts land in your operator queue — never auto-sent
Deal Plan: the plan to win, one click
On any contact or company: stakeholders engaged (and the missing ones), objections raised — answered and unanswered — engagement trajectory, and the next three steps as concrete Front Office actions.
- One page, human-readable, regenerate anytime
- Built from the full story: every call, chat, demo and email
- Works at company level too
Available on its own — or inside a solution
Questions, answered
Who receives the briefing?
Whoever you choose: the firm principal, the director of operations, the compliance officer, each advisor with their own households only. In-app and by email, with shortcuts into every record it mentions.
Does it act on its own?
It reports and drafts. Follow-up messages land in your operator queue for a click; nothing that touches advice, an account, money or a complaint is sent without a person.
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.
← Previous: Overview · Sharing with a colleague? 📄 Get the PDF · ✉️ Email this page ·