Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Wealth Management. A CRM for financial advisors that fills itself

AI CRM is a CRM for financial advisors that fills itself: every prospect and client who calls, writes, chats or fills a form becomes a contact, with the whole story on one record. Deals move as prospects ask for a fee quote, open it and pay, while advisors keep every decision only a person should make.

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Zanus AI · AI CRM · Contacts

CRM for financial advisors: every person from every channel, with source and status, real Zanus AI screen

Contacts

Everyone who leaves a name with an e-mail or a phone lands in one list with their source and status, and imported clients wait in their own tab.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Add a household field and a review month to every client contact.”

Lisa“I'm adding two fields of your own to every contact: Household as text and Review month as a choice. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Wealth Management use it

Before an annual review, the advisor asks Lisa for a brief and reads one page of what the client asked and was sent this year.

A prospect who opened your fee proposal twice this week sits at the top of the READY TO BUY list on Monday morning.

A client asks to stop receiving the newsletter; Lisa pauses every marketing step to him, and the advisor's own replies still go out.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Every person and company qualified from the conversations, health score with its WHY, gauges, photo, LinkedIn; nothing typed by your staff
Deals with stages, probability and expected close, created and moved by the events themselves: lead qualified → demo → quote → won
Tasks and to-dos assigned to your people, from the AI or by hand, with reminders; calls, meetings and notes logged on the record
Your own fields on contacts, companies and deals; saved views; tags and segments; record ownership
Pipeline forecast weighted by probability; win / loss review; "ask your pipeline" in plain language
Basic contacts and companies stay in every Front Office, this item adds the qualification, the pipeline and the forecast

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI CRM does, for every business ›

Works withAI Phone AI Webchat AI Web Forms AI Demo AI Quoting AI Booking AI Follow-up AI Tickets AI Returns & Warranty AI Calls Transcripts AI Marketing

The record

A financial advisor CRM that fills itself

For an advisory firm, the client data arrives by itself: the phone, the chat, the mail and the forms write each client conversation into AI CRM as they work.

Every prospect, every channel

A name with an e-mail or a phone, given on a call, a chat, a form or a mail, becomes a contact with its source and status on the row.

One record per person

The quotes, the files, the deals, the tasks and a timeline of every call, mail and meeting on every channel, newest first, on the client's record.

Brief me before a review

Lisa writes a one-page brief from the story before a review or a first meeting: who the person is, what they asked, what was sent and what to say next.

A health score with its reason

Each contact carries a score from 0 to 100, and its tooltip says why it moved, so an advisor sees which prospects are warming up and why.

Notes the AI reads

Notes an advisor leaves on a contact, such as prefers phone calls to e-mail, are read by the AI before every mail it writes to that person.

Kinds of contact of your own

Client, prospect, referring CPA or estate attorney: name the kinds of contact your firm needs, and add fields of your own to contacts and deals.

The advisor's week

A CRM for financial advisors through a working week

Small moments shape the client experience, and each one starts from a record that is already there.

Monday's first look

Sort by READY TO BUY: the prospects who opened a fee quote, watched a demo or replied in the last two weeks come first, with the reason under each name.

The hour before a review

Ask Lisa for a brief on the client and read one page: the questions of the year, the documents sent, open tasks and the next thing to raise.

A prospect goes quiet

Ask which quoted prospects have been silent for a week; the list comes back with each contact's health and the follow-up plan running for them.

A client asks for fewer mails

Tell Lisa to pause all marketing to that client. She shows the before and after; scheduled steps hold until you resume, and an advisor's own reply still goes out.

The pipeline

A wealth management CRM pipeline that moves by itself

A board by stage

New, Qualified, Demo, Quoted, Negotiation, Won and Lost, as a board or a list, filtered by advisor and saved as a view of your own; rename the stages to the firm's.

The forecast above it

Open deals, the pipeline and a weighted forecast that blends each stage with the contact's health score sit above the board for the managing partner.

Every move written down

Stage histories are the pipeline's audit trails: when a deal moved, the move, who made it and why, so a partner sees how each new household came on board.

Won, lost and the reason

Won closes the deal; Lost asks for the reason. The report reads the lost reasons, the stage where prospects stop and the days spent in each stage.

Guardrails

What a CRM for RIAs leaves to people

No account data

The CRM keeps the relationship, never holdings, balances or transactions; it aggregates no accounts and makes no recommendation from what a client owns.

Advice stays with advisors

The AI writes from your approved information and the client's story; a question about investments, taxes or an estate goes to a licensed person.

Imports checked by a person

A client list from an old system waits in Import review until it is accepted one by one, and imported contacts are never called by the AI.

Exports for managers only

Only a manager can export client information, and every export is logged with its author, so the firm knows who took a list out and when.

Compared

A CRM for wealth management compared with the usual tools

Most advisory firms start from one of the tools advisors use today; here is how each one keeps a client relationship.

Keeping client relationships	A spreadsheet	A CRM you fill in	Separate phone, chat and mail tools	AI CRM
A new prospect	Typed when someone has time	Typed by an associate	Spread across three tools	A contact by itself: from the call, chat, form or e-mail
Before a review	Search old notes	Read what was typed	Open each tool	A one-page brief: of everything asked and sent
The pipeline	A column someone updates	Moved by hand	No pipeline	Deals that move: as the prospect acts; a person marks lost
Client calls	Not kept	A note if someone types it	Inside the phone system	On the timeline: with recording and transcript once switched on
Exports of client data	Anyone with the file	Depends on each set-up	Each tool its own	Managers only: each export logged with its author

Set-up

Client relationship management for advisors in 2 minutes

Nothing to type on day one

Every call, chat, form or mail that gives a name and an e-mail lands in Contacts & Leads from the first day; a CSV of existing clients waits in Import review.

Your kinds of contact

Tell Lisa the kinds you use, such as client, prospect and referring professional, and she fills the settings and shows the change before you apply it.

Your stages and fields

Keep the deal stages as shipped or rename them to your firm's steps, and add text, number, date or choice fields to contacts, companies and deals.

A week with your own clients

Run it on your own practice for 7 days with no credit card, then read every contact it captured and every deal it opened.

Questions & answers

AI CRM for Wealth Management: questions & answers

What should financial advisors look for in a CRM?

Good CRM software for financial advisors should keep its own records. What advisors need is contact management fed by every channel clients use, the whole communication history on one record, a brief before each review, a pipeline that moves as prospects act, fields for the firm's specific needs and a price per company rather than per advisor seat.

Does AI CRM hold portfolio or account data?

No. This CRM for financial advisors keeps the relationship: who the person is, what they asked, the calls, mails, meetings, quotes and tasks. It is not a portfolio or account system, holds no holdings or balances and aggregates no accounts, so those stay in the systems your firm already uses.

Can a financial advisor CRM group a household?

Yes, with fields of your own. Add a household field, a relationship choice or a review month to contacts and deals, and give each person a kind of contact such as client, prospect or referring CPA. People at one family business with a verified business address group into a company record by themselves.

How does a new prospect get into the CRM?

By giving a name with an e-mail or a phone on any channel: a call to the firm, a website chat, an inquiry form, an e-mail or a request for a first meeting. The contact is created by itself with its source on the row, and anonymous chats stay out of the list.

Can the CRM keep recordings of client calls?

Yes, with AI Phone added. Every call the AI answers lands on the client's timeline, and when you switch call recording on, each call keeps its recording and transcript in the call register. Recording is off as shipped, and the AI can tell callers the call may be recorded.

Can we bring our existing client list?

Yes, as a CSV file. Imported clients and prospects wait in Import review until someone accepts them one by one, and an imported contact is never called by the AI, so a list from an old system cannot start calls to clients.

Who can export client information?

Managers only. Each export of customer data is logged with the person who made it, so the firm can see later who took a list of clients out of the system and when.

How does the AI score a new prospect?

It verifies the e-mail without sending anything, visits the website of the prospect's business when there is one, and scores the budget and the buyer type. An advisor can overrule each verdict, and the reason for every health score shows on the contact.

Will the AI ever mark a prospect lost?

No. The machine moves a deal forward when the prospect acts, never back, and never marks it lost. An advisor decides LOST and gives the reason, which the win and loss report then reads.

Does the CRM write to clients by itself?

Only through the follow-up and marketing you switch on. The mails are written from the client's story and the notes your advisors leave, sent between 7:00 and 19:00 in the client's own time zone, and a pause on a client holds every step.

Is a CRM for RIAs priced per advisor?

No. Zanus AI is priced per company, never per seat, so the whole team shares client management, and adding an associate, a paraplanner or a new advisor adds no seat to pay for.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Wealth Management ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.