ZANUS FRONT OFFICE FOR WEALTH MANAGEMENT — REVIEWS & MEETINGS

Booked in the conversation — right advisor, right slot.

Phone, chat or email: the AI books the meeting while the client is still talking — the advisor who serves that household, the slot length a first meeting or an annual review requires, the office, the video link or the client’s home. Reschedules and cancellations free the slot for the waiting list. Calendars stay in sync; the intake questionnaire or the agenda goes with the confirmation, and the advisor walks in briefed.

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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

In-person meetings — the booking register

The real Meetings menu: booked by AI in the conversation, synced to your calendars.

What it does

Your scheduling rules

First-meeting and review lengths, which advisor serves which household, office hours, buffer and travel times, video or in person — encoded once, applied to every booking.

Briefed before every meeting

Every booked review carries the history: the calls, the forms received, the life event mentioned — a Brief Me summary for the advisor.

Calendars synced

Google and Microsoft calendars out of the box; your CRM or scheduling system through Connectors. Nothing double-booked.

Inside Booking — the real screens

Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.

Start free — see it on your own firm7 days · no credit card · nothing to install. Give it your website and it is yours to test.

Meetings with context attached — and Brief Me

Every booked meeting carries the full history: the chat, the call transcript, the demo watched, the quote sent. And every call task now has a Brief Me button — the same brief the AI writes for its own calls, rendered for the human: goal, history highlights, open questions, next step.

Booking links for your website and emails
Time-zone safe
Brief Me — walk into every call the way the AI walks into its own: briefed
Available on its own or inside a solution

Meetings with context attached — and Brief Me

Available on its own — or inside a solution

One subscription per company — never per seat. Your whole team uses it, on their own phones, at no extra charge; add operators only for the people who run the dashboard. See pricing → · Try it free 7 days, no credit card →

Software your team operates — or an AI Front Office that does the work? This capability is part of one integrated Front Office: enable it when you need it, and the AI runs it with the rest.

Questions, answered

Can it book into our CRM or scheduling system?

Google and Microsoft calendars sync natively. CRM and scheduling systems connect through native CRM sync, webhooks and API in Connectors — the AI books, your system stays the record.

What about advisors booking their own clients?

Your advisors and associates book in the same calendar with the same rules; the AI sees the slot taken instantly. A cancellation triggers the waiting list; a no-show triggers the rebooking sequence with your wording.

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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