ZANUS FRONT OFFICE FOR WEALTH MANAGEMENT — AI CHAT & VOICE
Website chat that books the first meeting — not a deflection bot.
Prospects ask the website what they would ask your front desk: what do you charge, is there a minimum, do you work with people like me, are you a fiduciary, what happens at a first meeting, how long does onboarding take. The AI answers from your approved information, in text or real voice, in 40 languages — and books the meeting right there. Anything about advice is handed to a licensed person when your rules say so.
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 Chat menu: every conversation lands in the same dashboard as calls and emails.
What it does
Fee schedule, minimums, services, who the firm serves, what to bring to a first meeting — from your pages and documents only.
Right advisor for the household, right slot length for a first meeting, in the office or by video; confirmation sent, intake questionnaire attached.
The claim guard blocks any statement without a source in your knowledge. No guessing about returns, performance, taxes or what a prospect should do.
Inside AI Chat — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
It closes, then hands over clean
The chat gives product answers, runs the demo, builds the quote and books the meeting. Your staff only handles the "needs human" queue.
- Full funnel in the chat window
- Instant handover with full transcript
- Auto dark / light theme, your branding
Available on its own — or inside a solution
Questions, answered
Can the chat see a client’s accounts or portfolio?
No. It works on the front-office record — contact details, meetings, conversations, documents received — and your approved public information. Accounts and positions stay at the custodian.
How does it handle “should I” questions?
Your rules: offer the earliest slot with an advisor, hand the conversation to a person on duty, or read your approved wording that the firm does not give advice outside a client relationship. It never gives investment, tax or estate guidance.
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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