Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Demo for Wealth Management. Client presentation software for financial advisors

AI Demo is client presentation software for financial advisors: a prospect who asks how your firm works gets a personal presentation, written from your approved information around what they asked, and Lisa presents it live in their language on a private link. It explains your services and process and never recommends an investment; advice stays with your advisors.

TRY AI DEMO FREENo credit card · Ready in 2 minutes

Ready to buy? See plans & pricing ›

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

Zanus AI · AI Demo · Personal link

Personal link

The prospect opens a personal link with their name and the proposal, and Lisa presents it live and answers each question.

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

You“Hold every presentation request from a free e-mail address for an advisor to check.”

Lisa“The free mail check is already on; such requests wait in Pending approval for an advisor. Nothing to change.”

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

How Wealth Management use it

A prospect asks how your retirement planning works; that evening she watches a presentation of the process, then books a first meeting.

A couple abroad watches your firm's presentation in Italian on a Sunday, and both open the same link together.

A prospect asks Lisa which fund to buy; the question lands in the gap log and reaches an advisor.

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

What’s included

Built from your pages, pictures and videos in minutes, a scripted show the prospect can interrupt at any moment
The prospect asks anything, live, in their language; the AI answers from your knowledge and jumps to the right scene
Draws diagrams and shows pictures on request, and talks about the image that is actually on screen
Access vetted before the link goes out (competitor check, verified e-mail); links live 7 days, reactivated on request
From inside the demo: request a ready-to-buy quote, book a call with sales, leave a message
Every question the demo could not answer is logged, your content backlog; a PDF hand-out the prospect keeps

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI Demo does, for every business ›

Works withAI Quoting AI Booking AI Follow-up

For each prospect

An interactive presentation for financial advisors' prospects

Built around their words

The request keeps the prospect's own words, and the presentation gives one page to each need they named, such as retiring early or selling a business.

Interrupt at any moment

The prospect cuts in by voice or by typing; Lisa answers from your approved information, then goes on or jumps to the page the question is about.

Requests checked first

A request from a free mail address or a website that could not be verified waits for an advisor's look before any link is sent.

A recap to share

When it ends, the prospect receives a recap of every topic discussed, ready to forward to the spouse or partner who decides with them.

Set-up

A digital sales room for wealth management in 2 minutes

Your approved content

Give Lisa the firm's website: your services, team pages, pictures and videos become what every presentation is written from.

The chapters

Tell Lisa how a first presentation should run; she sets the chapters every one follows, from the cover to the next steps.

Your checks and link days

Choose whether clean requests go out by themselves or all wait for an advisor, and how many days a link stays open.

A week with your prospects

Run it for 7 days with no credit card and read every presentation, recap and question on the prospect's record.

Questions & answers

AI Demo for Wealth Management: questions & answers

What does a prospect see in the presentation?

Pages written around the needs they named: what the firm understood, how your process works, the services that answer each need and the next steps, with your pictures. Fees appear as your published schedule or as to be discussed.

Can the presentation recommend investments?

No. In this AI presentation for advisory firms, Lisa presents from your approved information about the firm and its services. A question she cannot answer from it, such as which fund to buy, goes to your gap log for an advisor, never a guess.

How long does the personal link stay open?

The link of each prospect presentation for RIAs stays open a week at first, and the firm can set a longer or shorter span. An expired link shows a polite page where the prospect asks for more time, and the link is sent again.

What does the advisor learn afterwards?

Completed shows the minutes watched, the questions asked, the outcome and the recording. The prospect gets a recap to share with a spouse or a business partner, and the after-presentation follow-up starts.

Can a prospect book a meeting from inside it?

Yes. Booking a call with an advisor, asking for a fee quote or leaving a message all happen without leaving the presentation.

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.