AI Web Forms for Wealth Management. Lead capture for financial advisors, answered on the spot
AI Web Forms is lead capture for financial advisors that answers every inquiry form on your site the moment it arrives, including the Sunday-night form from someone who just sold a business. It checks the e-mail, replies in the prospect's language, creates the contact with the page it came from and offers the next step your firm chose: a first meeting.
TRY AI WEB FORMS FREENo credit card · Ready in 2 minutesReady to buy? See plans & pricing ›
7 days free · per company, never per seat · nothing to install
The next step
Choose what a good inquiry receives straight away: meeting times on your booking page, your guide, or a call back from your own line.
Easy setupSet up everything just by talking to Lisa AISee how ›You“On the retirement form, ask the expected retirement date and offer a first meeting.”
Lisa“The retirement form will ask the expected retirement date and offer first-meeting times on your booking page. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Wealth Management use it
A prospect writes that she retires next spring; the reply offers first-meeting times with your retirement-planning advisor.
A CPA's referral form for a business owner is answered on the spot, and the owner books a first meeting that evening.
A prospect writes that her husband died last month; your screening rule marks it urgent and tells the advisor at once.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Any form on your site, contact, quote, demo request, application, answered in seconds, not the next morning
- The lead qualified and scored from what they wrote; the first reply sent immediately in their language
- E-mail verified (syntax, domain, deliverability) before anything is promised to it
- Contact record created; the owner alerted; the next step proposed
- Forms translated into your customers' languages; embedded on any site
- Feeds every automation you add: booking, quoting, follow-up, the AI Demo
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Web Forms does, for every business ›
Works withAI BookingAI QuotingAI Follow-upAI DemoAI TicketsAI File Cabinet
From the form
Client intake forms for financial advisors, answered on the spot
The prospect fills it in
On your page, in their own language; when the form asks for a phone number, it also asks for consent to receive texts from the firm.
Checked before anything is sent
Tick the checks each form needs, such as a verified e-mail or your approval; a red flag holds the inquiry for a person.
A contact with its page
Each of your web form leads for wealth management becomes a contact with the page it came from and every answer on its story, ready for the advisor who calls.
The next step you chose
First-meeting times on your booking page, your firm's guide sent by private link, or a call back from your own line with AI Auto-Call.
Set-up
Prospect inquiry forms for RIAs in 2 minutes
Start from a template
A contact form, a call me back form or a download form, with the title your prospects see changed to the firm's own words.
Your questions and rules
Add up to five questions of your own and the screening rules that tell an advisor at once about an urgent request.
One line on your site
Copy the line and paste it where the form should appear, or give it to whoever edits your firm's website.
Seven days of inquiries
Run your forms for a week with no credit card and read every inquiry they answered, held or booked.
Questions & answers
AI Web Forms for Wealth Management: questions & answers
How fast does an inquiry form get an answer?
At once. With instant lead response for financial advisors, the reply leaves the moment the prospect passes the checks you chose, in their language and signed by your desk, and it says only what the form does next, such as the meeting times on offer.
Can prospects with a personal e-mail address still reach us?
Yes. Households write from personal mailboxes, so leave the company e-mail check off on your inquiry forms and use the verified e-mail check instead: the prospect clicks the link in the mail before anything is delivered.
Does the AI decide whether a prospect is a fit for the firm?
No. Screening rules you write read an answer, for example to mark a request urgent or to send your polite reply when a service is not offered. Whether the firm takes on a household stays with your advisors.
Can a form ask our own intake questions?
Yes, up to five beside the standard fields: a text, a choice, yes or no, a date, a file to upload or a booking with live availability. When a question asked for a file and none came, the thank-you carries an upload link.
What happens to spam on our inquiry forms?
It never shows. A hidden field and a limit per network are built into every form, so a bot reads thank you and nothing is saved or counted as an inquiry for your advisors.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Wealth Management ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.
Ready to buy? See plans & pricing ›
Or call +1 (954) 736-3939 — the AI answers.