Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Webchat for Wealth Management. An AI chatbot for financial advisors' websites

AI Webchat is an AI chatbot for financial advisors that answers what prospects ask your website before they ever call: who you work with, how fees are structured, what happens at a first meeting. It replies by text or voice from your approved pages, in the visitor's language, books the meeting and passes investment or tax questions to a licensed person.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Webchat · Answers

AI chatbot for financial advisors: each reply written from the firm's own pages as it arrives, real Zanus AI screen

Answers

The chat greets prospects by the page they are reading and writes each answer from your website and approved knowledge as it arrives.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Use the formal form of address with every visitor, in every language.”

Lisa“I'm setting the formal form of address in the languages that have the choice; anyone writing formally is answered formally. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Wealth Management use it

A recently retired engineer asks about your planning services at 10 PM, then books a first meeting for next Tuesday.

A visitor asks what to do with an inheritance; the chat says an advisor answers that and offers a first meeting.

A client asks where to find last year's tax forms; the chat opens your portal help page and walks through the steps.

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

What’s included

Text and voice in one widget on your site, the visitor types or talks; the AI answers in their language
Knows the page the visitor is on and answers from your pages, files, prices and rules
Shows pictures and product screens while it talks; opens the right page of your site and continues there
Captures the lead with a verified e-mail; books appointments from your live calendar; offers your AI Demo
Your people take over any chat live in one click, with the context, not a transcript to read
Instant barge-in: the visitor interrupts and the AI stops; echo and background noise filtered
Optional AI Avatar: the same assistant with a face that talks
Every conversation on the customer's record; chat analytics per page and topic; sessions exportable
Installs with one line on any site, Shopify, WordPress, custom; the widget is yours to brand

Available on its own or inside a solution · See pricing › · Per company, never per seat.

Everything AI Webchat does, for every business ›

Works withAI Booking AI Avatar AI Demo AI Quoting AI Tickets AI Returns & Warranty AI CRM

On your website

What a website chatbot for financial advisors answers

How the firm works

Who you serve, the services you offer, the offices and the team, answered from your own pages, with the page that explains it opened beside the answer.

Fees as published

Your published fee schedule and minimums, stated as written, with no figure worked out for the visitor's own situation.

A first meeting, booked

With AI Booking, the visitor picks a free time with the right advisor during the conversation and is verified before the meeting enters the book.

Advice questions handed over

Questions about holdings, products or taxes get the wording your firm approved, then a meeting offer or a hand-over to a person.

Set-up

An AI chat for advisor websites in 2 minutes

Lisa reads your pages

Lisa reads your service and team pages, names them and asks how visitors to an advisory firm should be greeted and addressed.

One line in your theme

Paste the script once and every page of your firm's site gets the chat; the status shows installed as soon as a visitor opens a page.

Your look and words

Tell Lisa the label, the colors and the greeting; she shows the before and after and applies them on your yes.

A week of real visitors

Run it on your firm's own website for 7 days with no credit card, then read every conversation and what it produced.

Questions & answers

AI Webchat for Wealth Management: questions & answers

Can a website chatbot answer prospects' questions about fees?

Yes, from your published fee schedule and service pages only. The chat states what you publish and explains what each service includes, and it never works out what a household would pay from what the visitor says they own.

Will the chatbot give a prospect investment advice?

No. This chatbot for wealth management firms explains how your firm works, who it serves and what a first meeting covers, from your own pages. A question about a portfolio, a product or a tax decision gets your approved wording and an offer to meet an advisor.

What happens when a visitor asks for a person?

The request lands in the mail queue that needs a person, or becomes a ticket, with the whole conversation attached, so your associate answers without asking the visitor to repeat anything.

Does the chat speak languages other than English?

Yes, 40 of them. As a multilingual website chat for RIAs, its opening lines are written once in your language and shown and spoken in each visitor's own, and the widget follows the language of the page or asks which one the visitor prefers.

How does the chat get onto our firm's website?

One line of code pasted once in your site theme puts it on every page. The firm then sees the chat marked installed, and when a prospect last opened it on your site.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Wealth Management ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.