ZANUS FRONT OFFICE FOR WEALTH MANAGEMENT — AI DEMO (THE FLAGSHIP)

The explainer every prospect wanted, delivered by AI, the moment they ask.

How your firm works with a household, what a first meeting covers, how onboarding and an account transfer proceed, how your fee schedule works, what a review looks like — presented as an interactive, voice-narrated explainer the prospect can interrupt with questions. The AI answers from your compliance-approved scripts and disclosures, in 40 languages, any hour — gives no advice — and books the first meeting at the end.

Start free

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

Live Demos — the template demo library and 7-day links

The real Demos menu: templates, active links, completed demos — the whole funnel measurable.

What it does

Scripted by your compliance officer

Your explanation, your disclosures, your document checklist — told the same approved way to every prospect, every time, with nothing improvised.

Interactive Q&A

The prospect asks “how long does a transfer take?” or “what is the minimum?” — answered only from what you approved, or an advisor offered.

From explainer to first meeting

A meeting booked at the end of the explainer — the prospect who would have postponed for another year, scheduled with the right advisor.

Inside AI Demo — the real screens

Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.

Start free — see it on your own firm7 days · no credit card · nothing to install. Give it your website and it is yours to test.

Presented by a person — your AI Avatar

Your demos can be fronted by the AI Avatar: a lifelike presenter who delivers the pitch eye-to-eye, reacts to the client, and answers questions face-to-face.

The avatar narrates your approved storyline
Face-to-face Q&A — the client talks to a lifelike AI presenter
Same avatar as your chat: one brand persona everywhere
Meet the AI Avatar →

Demo Marketing follows up by itself

Watched the demo? Personalized nurture starts automatically — follow-up emails grounded in what the client actually asked during the demo.

Per-viewer follow-up sequences
Engagement tracking: who watched, how far, what they asked
Books the human meeting when the buyer is ready

Available on its own — or inside a solution

One subscription per company — never per seat. Your whole team uses it, on their own phones, at no extra charge; add operators only for the people who run the dashboard. See pricing → · Try it free 7 days, no credit card →

Software your team operates — or an AI Front Office that does the work? This capability is part of one integrated Front Office: enable it when you need it, and the AI runs it with the rest.

Questions, answered

Is this investment advice?

No. Every explainer is written and approved by your firm. Questions outside the approved script — a product, a return, a specific situation — are answered with “please ask your advisor” and routed to a licensed person.

Who builds the explainers?

We build your first ones with you at your Done-for-You AI Launch, from your existing brochure, disclosures and onboarding checklist. After that you create as many variants as you like.

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.

Start free

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