ZANUS FRONT OFFICE FOR WEALTH MANAGEMENT — AI PHONE
Every client and prospect call answered. From the first ring, 24/7.
The AI answers on your menu, in your chosen voices, in up to 40 languages — the market-drop morning, quarter-end, tax season, nights and weekends. It books reviews in the right advisor’s calendar, takes address, beneficiary and statement requests, tells the prospect how a first meeting works, reads your disclosures as written, and transfers anything that needs a license with the context whispered in. Hang-ups become call-back lists, not lost households.
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 Phone menu: every ring on your number — answered, transferred, transcribed, reviewed.
What it does
Sixty anxious clients no longer queue on one associate: each is answered at once, in your approved wording, and offered a slot with their advisor.
Who called, which household, booked or transferred, full transcript. A client never explains twice; your compliance officer can read every word.
Not a voicemail dead end: reviews booked, forms requested, a trustee’s paperwork question answered — a bereavement or distressed caller routed by your rules.
Inside AI Phone — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
Programmed by talking. Nothing changes without your yes.
Lisa reads your website, interviews you by voice or by chat — only about what the site does not say — writes every department, and tests it with exam calls before the line opens. Afterwards you change anything by telling her: “in Sales, add: we close at noon on Fridays in August.” A rule can carry dates: “the Christmas greeting until December 27.”
- Your website is the first interview — you answer only what it does not say
- Exam calls before the line opens; every real call reviewed afterwards
- She proposes improvements; you say yes or no. Nothing changes without your yes
- Keep your existing number and your existing phones
From your mobile, tell Lisa what to do with the caller on hold
A person who took a call on his mobile presses a key and tells Lisa: “transfer him to Mary”, “take a message”, “send him to voicemail.” The colleague receiving the transfer can say yes, no, voicemail, message, or the name of a department. Callers who drop in the menu are logged as call-back leads with number and path taken.
- Your whole team works from the phones they already have
- The administrator holds the first phone: an extension that rings in the browser, with hold, transfer, consult, a voicemail inbox and the AI beside him
- Every further person who wants a phone of his own inside Front Office is an operator — forwarding a call to someone’s mobile never needs one
- Hang-ups called back automatically — see Auto-Call below for scheduled calls
Auto-Call — the AI calls THEM
Not only answering. From an automated event (a due date, a ready order, tomorrow’s appointment), a scheduled funnel or a list you upload, the AI calls your registered contacts and announces your message — or talks as an agent: answers the question, moves the appointment, confirms, collects the missing detail.
- “Hi Richard, this is Beacon Wealth Partners: your quarterly statement is available in your secure portal.”
- “Hi Margaret, this is Beacon Wealth Partners calling to schedule your annual portfolio review with your advisor. Would the 10th or the 17th work for you?”
- Triggered by automated events, scheduled funnels or lists
- Announce a message, or act as an agent the client can talk back to
- Call window, attempts, voicemail policy, consent and do-not-call flags — your rules
- Every call transcribed with its outcome; the AI identifies your business at the start
Scheduled Auto-Call comes inside a solution — see pricing. Calling back the hang-ups is part of AI Phone.
When your people are on the call, the AI is in their ear — AI ASSIST
Your operators work with headsets in the phone panel: outbound from to-do lists (yours, or the ones the AI prepares from hang-ups and follow-ups), inbound from the queue. Flip the AI ASSIST toggle and the AI listens to the live conversation and proposes, in real time, what to say — grounded answers in a side panel, each with its knowledge source named. The operator reads and talks — the AI never speaks into the call.
- Outbound from operator to-do lists, inbound from the queue — same panel, same knowledge
- New operators sound experienced on day one; nobody quotes a policy from memory
- Answers appear while the client is still asking — sources shown
- Same knowledge base as every other channel — one truth
- Switch it on only for the calls where you want it
Available on its own — or inside a solution
Questions, answered
Do we keep our phone numbers?
Yes. Your numbers stay; calls route to the AI first, your associates first, or any mix by hour and by line — for example, AI at night and for overflow, your team during market hours.
What happens when a client asks whether to sell?
Your rules decide: transfer to the advisor with the context whispered in, book the earliest slot, or take a message and read your approved reassurance wording. The AI never gives an opinion on markets, products or a client’s portfolio, and never discusses account balances or positions.
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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