ZANUS FRONT OFFICE FOR WEALTH MANAGEMENT — DEMAND & RISK FORECASTNEW

Forecasts from what clients actually said and did.

Next month’s review demand per advisor, the probability that an open fee proposal is signed, the households whose engagement is cooling, the prospects likely to stall after a first meeting — computed from the calls, chats, forms and bookings the AI itself handled, not from fields someone typed. Every number comes with its reason in one sentence. Nothing about markets, portfolios or returns.

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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

The real Statistics → Forecast tab: every deal, probability + the WHY. Auditable — not a black box.

What it does

Proposal probability with the WHY

“74% — watched the explainer, opened the proposal twice, asked about the onboarding date.” So the advisor calls the right prospect first.

Demand by advisor and season

Where you need another advisor day in January or at tax season, where a calendar sits idle — from actual requests, including the ones you could not fit.

Households at risk, with the reason

Falling health scores surface in the morning briefing: no reply to two touches, review declined twice, forms never returned, a complaint filed.

Inside Forecast & Statistics — 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.

Every lost deal makes the next one easier to win

Objections that were never answered feed the knowledge-gap queue automatically. Answer once — every channel knows it forever. Aggregate view: your top 5 loss reasons this quarter.

Post-mortems from transcripts, not from a rep’s memory
Losses become knowledge, automatically
Response-time stats included

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 →

A forecast read from CRM fields — stage, amount, close date — is reading what humans typed. Ours reads the conversations themselves. The machine that gave the demo and took the call computes the probability — and tells you WHY.

Questions, answered

Does it predict anything about portfolios or markets?

No. It forecasts front-office events only — bookings, proposal acceptance, engagement, demand for advisor time. Nothing about markets, returns, portfolios or a household’s assets.

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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