ZANUS FRONT OFFICE FOR WEALTH MANAGEMENT — HOUSEHOLD RECORDS
The AI household record that updates itself — and works the next step.
Every call, chat, email, form, document received and service request lands on the household’s front-office record: who they are, which advisor, what they asked, what was booked, which forms are still missing, which life event they mentioned on the phone. The AI fills it in from the conversations it had — nobody types notes after a call. Not your custodian or planning system: the conversation record, next to your CRM.
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 Contacts & Leads menu: end clients, companies, resellers, import review — one record per human, every touch attached.
What it does
Contact details, preferred language, advisor, meetings booked, documents received, requests filed, the retirement date mentioned in passing — written by the AI as it talks.
Spouses, adult children, the trustee, the family business, the referring CPA — linked, so the desk sees the whole relationship on one screen.
Intake criteria, which advisor serves whom, identity checks before any request, disclosure wording, who may speak for the household — followed in every conversation.
Inside the CRM — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
End clients, companies, resellers — three tabs, one truth
Contacts & Leads keeps end clients, the companies they belong to and your reseller network in one menu. A company card shows every stakeholder, the combined timeline and the health score; a reseller card shows their leads, approvals and web code.
- Contact → company → buying committee, mapped by the AI
- Health score 0–100 with the WHY on every record
- Reseller applications, approvals and their own lead flow
Qualification: the rules are yours, the work is the AI’s
Set what a qualified lead means for YOUR business: minimum budget, decision timeline, the fit questions the AI must ask, whether free-mail addresses count, which competitors’ employees to filter out. The AI asks in the conversation, scores the answers, and routes: qualified → demo or booking; unqualified → polite close; unsure → NEEDS HUMAN.
- Rules per department or funnel
- Competitor domains and free-mail screening built in
- Every score explained by the answers that produced it
Import review: old lists become live records
Trade-show badges, purchased lists, exports from a retired CRM — import them, review the AI’s matching (duplicates merged, companies recognized, junk flagged), then let the funnels work them.
- Duplicate detection and company matching
- Junk and competitor rows flagged before they pollute your base
- Hands the clean list to Marketing funnels
Available on its own — or inside a solution
Questions, answered
Does this replace our CRM?
No. It is the front-office layer: conversations, bookings, documents and follow-ups. Accounts stay at the custodian, plans in your planning tool; Connectors sync contacts, households and activities to your CRM and write bookings back.
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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