AI Team Training for Wealth Management. Staff training software for advisory firms
AI Team Training is staff training software for advisory firms: a partner explains a procedure once, by talking or typing, and Lisa teaches it to every new associate by voice and on screen, chapter by chapter. The associate asks questions at any moment, answers a spoken test, and the register shows who finished which version.
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7 days free · per company, never per seat · nothing to install
Who finished
One row per associate and training, with the sending date, the deadline and the status from opened to completed, ready to export.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Invite every new user to the client service procedures book.”
Lisa“I'm inviting every new user of the dashboard to the client service procedures book automatically. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Wealth Management use it
A client service associate starts Monday; on Sunday evening she plays the onboarding books on her phone and asks what she missed.
In procedure training for RIAs, the firm changes how callers are verified, edits the book once, and every associate plays the new version.
The register shows which associates finished the privacy book and who left the test for later.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Courses generated from your own material
- Quizzes and progress per person; transcripts and results exportable
- Updated when your knowledge changes
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Procedures taught
SOP training for wealth management firms, taught by voice
Explain it once
Write the book in chapters and sections, or dictate it to the assistant; each change comes back as before and after, and the book changes on your yes.
Lisa teaches it
Lisa's face teaches section by section, while the screen shows the picture, page, video or File Cabinet document of that section.
Invite and remind
Invite sends the personal link with reminders, so the associates who did not finish are reminded without a partner chasing them.
Who played
The register shows who played, when, in full or not, which version, every question asked and the transcript of the session.
Set-up
Employee onboarding for financial advisors in 2 minutes
Your first book
Tell the assistant the procedure, such as how the firm opens a new client account file, and it writes the chapters for your yes.
Review my book
Ask the assistant to review the book; it reads it back and names what is thin before an associate hears it.
Books for newcomers
Choose the books every new user of the dashboard gets, and each newcomer is invited to them automatically.
A week with your team
Try it for 7 days with no credit card and read the register of every associate who played a book.
Questions & answers
AI Team Training for Wealth Management: questions & answers
How does a new associate take a training?
The associate opens a personal link, valid seven days, on a laptop or a phone, without a dashboard login. When the week is over the associate can ask for more time, and a partner grants it in one click.
What if the associate asks something the book does not cover?
Every answer comes from the book first, then from the firm's internal knowledge, never a guess. A question the book does not answer is noted for you under Questions, so the next version covers it.
Is there a training record for the personnel file?
Yes. For training records for advisory staff, Export CSV on the Results tab asks your password once, and Attestations PDF brings every signed attestation, with the firm's name, the associate's name, the date, the chapters heard and the test result.
What happens when a procedure changes?
A partner edits the procedure's book, saves it and invites the associates it concerns. Every saved book keeps its versions, and the register says which version each associate played.
How is the test given?
Lisa asks the test questions by talking, in the same conversation, and marks each answer against your own lines without telling a wrong answer the line, then reads back what was missed.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Wealth Management ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.
Ready to buy? See plans & pricing ›
Or call +1 (954) 736-3939 — the AI answers.