ZANUS AI FOR FINANCE — FRONT OFFICE

The prospect calls once. Answer once.

A household shopping for an advisor rarely leaves a voicemail — they call the next name on the list. The Zanus front office answers on your menu, in your voices, qualifies, books and follows up — 24/7, while your advisors stay in meetings.

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

Front office dashboard with client conversations

Calls, chats, booked meetings and follow-ups — one dashboard the operations lead can read.

What it does

The market-drop test

The day the index falls 4%, every client calls at once. The AI answers all of them in one ring, takes the concern down verbatim, books the reassurance call and flags the anxious households to their advisor first.

Reviews that actually get booked

Quarterly and annual review scheduling handled end to end: invitations sent, times negotiated against the advisor’s real calendar, confirmations and reminders in the client’s language.

Operational questions, off the desk

“Did my transfer land?” “What paperwork do you still need?” “Where do I upload the statement?” — answered instantly from YOUR approved information, never improvised.

From inquiry to discovery meeting, hands-free

A referral calls at 6:40 PM; the AI answers, asks your qualification questions, offers real open slots on the right advisor’s calendar, books the discovery meeting and sends the intake packet — transcript logged before anyone checks voicemail.

Real calendar sync — no double-booking across advisors
Your qualification questions, asked every time
Intake forms sent and collected before the first meeting
Anything touching advice or money movement escalated to a human

Discovery meetings booked into advisor calendars

Website chat answering prospect questions

The website works the same shift

Grounded chat answers what your firm has approved — services, process, what to bring — and web form inquiries get a response in minutes, not the Monday-morning backlog. Every conversation is transcribed and attached to the contact.

Website chat grounded in approved firm information
Prospect forms worked in minutes, 40 languages
Every conversation logged with full transcript
See the full Front Office tour →

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

Can it discuss portfolios or performance?

Only to the extent you approve — and by default it does not. Account-specific and advice questions route to the advisor by your rules; the AI confirms the message reached a human.

Do we keep our phone numbers?

Yes. Your numbers stay; calls route AI-first, staff-first, or any mix per line and per hour — market hours one way, evenings another.

How fast is follow-up on web leads?

Minutes. The AI responds, qualifies and proposes meeting times immediately — the window when a prospect is still on your website, not three business days later.

The prospect calls once. Answer once.

What it does

From inquiry to discovery meeting, hands-free

The website works the same shift

Questions, answered

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