ZANUS FRONT OFFICE FOR WEALTH MANAGEMENT — PROSPECTS & REFERRALS

Every prospect and referral worked in minutes, not days.

Contact forms, “what do you charge” inquiries, downloads of your guide, and referrals from CPAs, estate attorneys and existing clients arrive around the clock. The AI acknowledges each one immediately, asks what it needs, applies your intake rules, matches the prospect to the right advisor, books the first meeting and sends the intake questionnaire — and keeps following up until the prospect is scheduled — with consent and opt-out rules built in.

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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

Web Forms — form builder, submissions and downloads

The real Web forms menu: contact, gated downloads, intake — built in the dashboard.

What it does

Forms that lead to a first meeting

The Sunday-night form becomes a conversation in minutes: verify details, apply your minimums and service area, offer slots with the right advisor, confirm.

Referrals never sit

A CPA’s referral is acknowledged to both sides the same hour; the prospect is contacted; the referrer sees the first meeting booked.

Your forms, or ours

Keep your website forms and connect them, or use the built-in inquiry and intake forms — live in minutes, in your compliance wording.

Inside Web & Leads — 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.

From form fill to booked meeting, hands-free

The system itself works the leads: instant grounded reply, demo link, follow-up sequence, booking. Your staff handles only the "needs human" queue.

Response in minutes, 24/7
Every touch logged with transcript
Competitor and free-mail screening built in

From form fill to booked meeting, hands-free

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 we import a client list for annual reviews?

Yes — upload the list, choose the review-reminder or check-in sequence, and the AI contacts households on their preferred channel with your approved wording. Opt-outs are honored automatically.

Does the AI decide who qualifies as a client?

It applies the intake rules you publish — minimums, service area, the kind of household you serve — and books or routes. Whether to take on a client stays with your advisors; the AI makes no suitability judgment.

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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