Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Call Desk for Wealth Management. Associates call back clients from a browser queue.

AI Call Desk gives client service associates a work queue prepared by the Front Office and a browser phone that calls from the firm's number: the clients who hung up during a busy morning, the referral waiting for a first call, the client whose transfer form bounced at the custodian. Each call is transcribed onto the household record as it happens.

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Zanus AI · AI Call Desk · The work queue on the operators' desk

AI Call Desk — The work queue on the operators' desk, real Zanus AI screen

You talk. Lisa sets it up.

You“Put callers who asked about a distribution at the top of the associates' queue.”

Lisa“Done: callers asking about a distribution are at the top of the associates' work queue, with the request and transcript attached.”

Any setting, in any module · applied only on your yes

How Wealth Management use it

After a market-drop morning, the associate's queue lists every caller who asked for their advisor, with the reason they gave.

An associate calls a client about a rejected transfer form and dictates two lines; the next call is scheduled for Thursday.

An advisor working from home calls a prospect from the browser, showing the firm's number, and the call lands on the record.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Work queue: who to call, why, from which conversation, prepared by Front Office
Phone in the browser, calling from your company number
The call transcribed into the customer's story as it happens
Two dictated lines after the call → the next step proposed and scheduled
AI Assist on calls available on top: live suggestions from your knowledge while your person talks

Add it to AI Phone or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI Call Desk does, for every business ›

Works withAI Phone AI CRM AI Assist on calls AI Quoting AI Booking AI Follow-up

Questions & answers

AI Call Desk for Wealth Management: questions & answers

Can client service associates make calls from a browser?

Yes. AI Call Desk puts a phone in the browser that calls from your firm's number, so associates and advisors can call from the office or from home. Each call is transcribed into the household's record as it happens.

What goes into the call desk work queue?

Callbacks prepared by the Front Office: who to call, why, and which conversation the task came from. Typical entries are clients who asked for their advisor and prospects waiting for a first call.

Are call desk conversations available for supervision?

Yes. Calls are transcribed into the household's story, and two dictated lines after each call become the next step, so supervisors can read what was said and what follows.

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