ZANUS FRONT OFFICE FOR WEALTH MANAGEMENT — ONBOARDING & FOLLOW-UP
Follow-up that does not miss a household — and stops the moment a person should call.
The document list after the first meeting, the missing signature chased twice, the transfer form the custodian bounced, the review reminded, the prospect who went quiet after the first meeting, the annual check-in due, the tax documents announced, the adult children never met. Every sequence runs on its own clock, in the client’s language, with your compliance-approved wording — and a reply alerts a person. No associate sends the third reminder by hand.
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 Marketing menu: funnels, chase presets, templates, automated events and follow-ups.
What it does
Account forms, transfer forms, ID, beneficiary designations, signatures: the list goes out, the missing item is reminded on schedule, the arrival stops the sequence.
Annual reviews, quarterly touchpoints, birthday and milestone notes, tax-season and distribution-season notices — with your wording, on the channel the client prefers.
The prospect who stalled after the first meeting, the adult children who never met the firm — contacted politely; a reply alerts the advisor.
Inside Marketing — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
From demo to quote to signature — one funnel, no gaps
The AI Demo, AI Quoting and Web Forms all hand their leads to Marketing. Each preset knows what happened before: "watched 80% of the demo, asked about pricing twice, quote unopened for 6 days" becomes the next email, not a guess.
- Presets: demo chase, quote chase, web-lead chase
- AI direction in one sentence: "friendly, mention the trade-in offer"
- Every send, open, click and reply on the contact timeline
Escalation to a human, on purpose
A funnel is not a spam cannon. When a lead replies, opens the quote three times or asks a question, the sequence stops and the lead lands in the NEEDS HUMAN queue with the whole story attached — your rep calls a warm client, not a list.
- Reply = sequence stops, human notified
- Engagement thresholds you set
- Phone call-back can be the last step of any funnel
Measured on the forecast board, not in feelings
Every funnel step shows on the Statistics → Forecast board: which sequence moved which deal, close probability before and after, and the WHY sentence for each change.
- Funnel performance per preset
- Close probability with the WHY
- Export PDF / XLS or schedule the report by email
Available on its own — or inside a solution
Questions, answered
Can clients opt out?
Always, in one tap, per sequence or entirely. Opt-outs are honored across every channel and recorded on the household record, where compliance can see them.
Which solution includes it?
Available on its own or inside a solution. Which solution includes what: see pricing.
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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