ZANUS FRONT OFFICE FOR WEALTH MANAGEMENT — CLIENT-SERVICE TRAINING
Client service associates trained on your scripts — productive in days.
The same knowledge base that answers clients trains your team: intake procedures, identity-verification steps before any request, disclosure wording, what to say and what never to say to a prospect, how a transfer or a distribution request moves through operations, where things are. New associates practice real conversations with the AI before their first live shift, and a team assistant answers staff questions all day — including internal procedures clients never see.
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 Training menu: your training library — built from your knowledge tree.
What it does
Role-play the hard calls — the client on a market-drop morning, the widow calling about her late husband’s account, the prospect asking “what should I buy” — with the AI playing the client.
Internal procedures, escalation paths, custodian forms, which advisor covers which household — answered instantly on the associate’s phone, never surfaced on public channels.
Change a disclosure or a procedure once; the phone, the chat and the training answer the new way the same day.
Inside Team Training — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
Training and operations share one truth
When you update a price or a policy, the phone AI, the chat, the email AI and the training update together. No stale binders.
- Onboard new hires with AI
- Practice conversations before real clients
- Inside a solution — see pricing
Team Assistant: every employee gets a private AI
Each team member receives a personal link by email and gets their own private staff chat — on any device, no dashboard login. It answers from YOUR knowledge base, including staff-only pages the public channels can never surface.
- Personal links, sent and revoked from the dashboard — revoking locks out instantly
- INTERNAL-marked pages: answered here, never on website chat, voice or phone
- Every conversation saved with the TEAM badge and the member’s email
- The tutor and the whisperer are the same brain — one knowledge, everywhere
On the floor, in the truck, at the counter
The Team Assistant page opens on the employee’s own phone — internal procedures, staff pricing and escalation rules answered mid-shift, without a dashboard login or an IT rollout.
- Works on any device — personal link, no install
- Personal links for every team member
- Same claim guard: grounded answers only
Available on its own — or inside a solution
Questions, answered
Does this train advisors on regulation or products?
It trains anyone on the knowledge you load — client service associates, operations, new advisors on the firm’s own procedures. Regulatory and product content is yours to add; the AI only teaches what you approve and never invents a rule.
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.
← Previous: Forecast · Sharing with a colleague? 📄 Get the PDF · ✉️ Email this page ·