ZANUS AI FOR FINANCE — COMPLIANCE

Built like the examiner is coming.

A financial firm’s security question is not “is it safe?” but “can we prove it?” Admin-created accounts, permissions to the field level, server-side redaction, a searchable audit trail of who saw what and when — and a fully on-premises option where records never touch the internet.

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Private tenant or your own server · unlimited users · SOC-2-aligned deployment path

One record per user: role, tags, and granular permissions over every domain of the system.

What it does

Least privilege, enforced

The server redacts what a role cannot see — even in shared calendars, an associate without rights to a household sees the meeting slot, not the client name.

Every access, on the record

A searchable log of every audited action, with configurable categories: who viewed the household, who edited the letter, who exported what, when.

Your org, your walls

Five-level workgroups map offices, teams and functions; the on-premises option puts the whole system inside your building, air-gap capable, on the SOC-2-aligned deployment path.

The exam request that takes minutes, not weeks

When the request comes — from an examiner, an auditor or your own CCO — the answer is a search away: communication history, access records, document trails, update history, all in one place, with pre-update snapshots preserved.

Searchable audit trail
Automatic pre-update snapshots with rollback
USB updates for air-gapped deployments

Financial software is sold by the seat and by the module — one bill for the portfolio system, another for the CRM, another for compliance archiving — while advisors still write quarterly letters at 11 PM and DDQs still eat a week per mandate. Zanus AI: the client-facing front office AND the research-and-reporting back office, unlimited users, flat price — in your private tenant or on a server you own.

Questions, answered

Where do client records live?

In your isolated tenant — never training outside models — or fully on-premises on hardware you own, physically incapable of internet exposure.

Can our compliance team review the setup?

Please bring them: deployment specifics, retention behavior and the SOC-2-aligned path are walked through with your team during onboarding.

Built like the examiner is coming.

What it does

The exam request that takes minutes, not weeks

Questions, answered

See it working on YOUR firm — the demo IS the product.