ZANUS FRONT OFFICE FOR WEALTH MANAGEMENT — AI E-MAIL

An inbox that answers itself — on your rules.

“Did you receive my signed forms”, “can I get a copy of my 1099”, “move my review to Thursday”, a CPA asking for a statement, documents attached, forms half-signed: the firm inbox is answered from your approved information, in the client’s language. Anything that touches advice, a distribution, a transfer, a complaint or account access is routed to the right person with a draft ready for approval. Emails are in the plan without limit.

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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

AI E-mail — department inboxes, MY INBOX, the thread and the AI reply

The real Mail menu: department inboxes on the left, the thread in the middle, the AI reply on the right.

What it does

Answers the routine

How to book, where to send paperwork, which forms are missing, how to reach the custodian, review changes — replied in minutes, booked when possible.

Routes the sensitive

Distribution and wire requests, complaints, “what should I do” questions, third parties asking about a client — to the advisor or compliance, thread summarized.

Continues the conversation

The email AI knows the calls and chats of the same household — no “please resend your forms” loops.

Inside AI E-mail — the real screens

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

AI E-mail — the mailbox — The mailbox everybody knows: department inboxes, MY INBOX, the thread and the AI reply beside it.

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.

Keep Gmail or Outlook. Reply from Front Office.

Each person forwards a copy of his mailbox to his Front Office address and reads and replies in Front Office; a copy stays in his own mailbox; replies go out from your company’s own domain. Nothing to migrate, nothing to cancel.

Your addresses, your domain — clients see nothing change
A copy always stays in the person’s own mailbox
A direct connection to Microsoft 365 and Gmail is coming

Mail forwarded from your existing mailbox, answered in Front Office

AI RESPOND — the whole reply written from the thread, the history and the knowledge

AI RESPOND — the whole reply, written for you

Lisa writes the reply from the thread, the client’s history and the company’s knowledge; the person reads it and sends. Ask for changes in plain words. The same knowledge base answers the phone and the chat — one truth on every channel.

Summarise a thread, translate it, read it aloud
“Make a quote for 5 units at 10% discount and attach it” — done, inside that person’s discount authority; above it, the quote waits for approval
Per department: AI drafts and a person approves · AI answers alone · people only

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

Can it send without approval?

Only what you allow. Routine answers from approved information can go out automatically; everything you mark sensitive waits for one click from your staff.

Does it act on a wire or distribution request received by email?

Never. It files the request, confirms receipt to the client with your approved wording, and routes it to a person for identity verification and execution by your procedures. Every message stays in your inbox, on the household record and available to compliance.

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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