Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Knowledge for Wealth Management. An AI knowledge base for financial advisors

AI Knowledge is the AI knowledge base for financial advisors behind every channel: your website, documents, rules and services in one tree, and the AI answers clients and staff only from it. A question it cannot answer is never guessed: Lisa says she will verify and come back, and the question waits for an advisor to answer once.

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

Zanus AI · AI Knowledge · Rules

Rules

What the AI never says, always says, its scripts and answers in one table; two rules that clash are paired so a partner decides which wins.

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

You“Add a rule: never recommend an investment on any channel.”

Lisa“A NEVER rule will keep any investment recommendation off the phone, the chat and e-mail, with its own nightly test. Apply?”

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

How Wealth Management use it

A partner dictates a rule never to discuss a client's holdings on the phone; it goes live only once she approves it.

Two rules clash, one offering Saturday meetings and one saying the office is closed; they are paired for the partner to decide.

A prospect asks about a service the site never mentions; the question waits under Q&A and gaps for an advisor's answer.

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

What’s included

The start: the first questions, answered typed or by talking
The company: identity, locations, hours, departments, people, catalog
The rules: never, always, scripts, procedures, answers and must-ask
The library: catalog, pages, documents, websites, pictures, videos, software
Websites: your site read again every day, new pages added
Auto-Retraining: every conversation reviewed for gaps and lessons
Quality tests: rule tests, approved answers and picture sets every night
The company file: export and import everything the AI knows

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

Everything AI Knowledge does, for every business ›

Works withAI Phone AI Webchat AI E-mail AI Chat for your team AI File Cabinet AI Team Training

Approved answers

Approved answers for wealth management AI, never guessed

The firm in one tree

Identity and facts, offices, hours, languages, teams, services and the published fee schedule: the facts Lisa says, in the firm's own words.

The rules

The AI rules for financial advisor chat sit in one table: what the AI never says, always says, the scripts, the procedures and the questions to ask first, each with its scope and channels.

Your site read daily

New pages on the firm's website join by themselves, a changed page is read again, and an outdated page you untick is dropped from every channel.

Nothing live before your yes

The assistant proposes each change where it belongs, and nothing reaches clients until a person approves and deploys it.

Set-up

A chatbot knowledge base for advisory firms in 2 minutes

Point it at your site

Give Lisa the firm's website once; the pages, pictures and videos are read and scanned again every day.

Answer the start questions

What the firm does, what the AI must never say or promise, and how it decides what to offer: each answer becomes a rule or a fact.

Add by talking

Say what changed, such as new office hours, and the assistant writes the proposal in the right branch for your approval.

A week of tested answers

Run it for 7 days with no credit card and read the nightly tests, the gaps and what the AI learned.

Questions & answers

AI Knowledge for Wealth Management: questions & answers

Where does the AI find its answers to clients?

Only in your knowledge: it searches by meaning, in the client's own words, for the department and channel of the question, and builds the answer from those passages. Nothing comes from the open web.

What happens when the knowledge has no answer?

A sentence your knowledge does not support is held back. Lisa says she needs to verify and come back, in your words, and the question lands under Q&A and gaps for an advisor to answer once for every channel.

How does the firm know its rules still hold?

In knowledge base testing for RIAs, every rule the firm writes comes with a test: a client's question, plus the words the reply must hold and must never hold. The tests run each night, green or red, and Run now replays one on the spot.

Does the AI learn clients' personal data?

No. No automation ever learns a client's personal data, and words the firm marks never-learn, such as account numbers, stay out. Every proposed change waits for a partner's yes before it goes live.

Which source wins when two disagree?

Your written answers and rule corrections first, then company documents, then website pages, the newer of two pages first. Two rules the AI cannot follow at once are paired, so a person decides which wins.

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.