ZANUS FRONT OFFICE FOR WEALTH MANAGEMENT — SERVICE REQUESTS

Service requests that file themselves — nights and weekends included.

An address change at 9 PM, a beneficiary update after a wedding, a statement copy for the CPA, “I need money in my checking account by Friday”, a transfer form the custodian bounced, a complaint about a fee: the AI identifies the client by your rules, files the request with everything operations needs, routes it — operations, the custodian desk, the advisor, compliance — and keeps the client informed until it is closed.

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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 Tickets menu: tickets and RMAs attached to the full contact history.

What it does

Filed complete, first time

Household, account reference as you allow it, what exactly is asked, dates and amounts as stated — captured in the conversation, no callback to ask again.

Routed by your rules

Profile changes to operations, distributions and transfers to a licensed person for verification, statement copies to client service, complaints to compliance — with the transcript.

Status updates sent

The client hears when the address was updated, the statement sent or the distribution request received — automatically, in your approved wording.

Inside Tickets & RMA — 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.

Off-hours is where you win

A client with a broken product at 9 PM gets an answer, a ticket and instructions — not voicemail. That client stays.

24/7 in up to 40 languages
Status updates sent automatically
Inside a solution — see pricing

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

Does the AI move money or change an account?

Never. It takes the request complete, files it and informs the client. Every distribution, transfer, beneficiary change and trade is verified and executed by a person by your procedures; the AI makes sure the request arrives complete and the client is not left wondering.

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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