ZANUS AI FOR FINANCE — CLIENT OUTREACH

Outreach that fills the review calendar.

Quarterly review invitations, market commentary after a volatile week, reactivation of quiet prospects, the annual planning-season letter — drafted by the AI from your own records, in your firm’s voice, queued for approval. Marketing muscle for a firm, without a marketing hire.

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

AI marketing module drafting client outreach campaigns

Campaigns and sequences drafted from the records — review invitations, commentary, nurture — awaiting approval.

What it does

Audiences from your own book

Households due for annual review, clients holding the strategy you are updating, prospects quiet 90 days: audiences built from your own categories and dates — no list exports to a third-party tool.

The volatile-Monday letter

Markets drop over the weekend; by 8 AM a calm, plain-language client note is drafted in your voice, waiting for approval — the phone rings less because the letter went first.

Consent, respected automatically

Opt-outs and communication preferences are enforced by the system, not by memory. Every send is on the record.

From your records to the campaign, without export

The audience, the content and the sending all live in the same system as the client records — nothing leaves your tenant to reach a mailing platform. “Invite every household we have not reviewed in 10 months” becomes a drafted, scheduled sequence in minutes.

Audiences from your own client data — private by architecture
Campaigns and sequences drafted for review
Replies routed to the right advisor automatically

AI marketing automation drafting client outreach

Approval first, always

Every outbound client communication lands in the approval queue unless you designate the category as auto-send. In a firm where communications are supervised, that queue IS the workflow — and the history of what was sent to whom is a search away.

Approval workflow per communication type
Full history of what was sent to whom
Results tracked: meetings booked, replies, reactivations

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

Is outreach supervised for compliance?

The approval queue is the supervision point: nothing sends without the sign-offs you require, every send is recorded, and the data never leaves your tenant. Your compliance officer sets the rules once.

Can it nurture prospects too?

Yes — prospect sequences drafted in your voice, paced by your rules, stopped the moment a human takes over the relationship.

Outreach that fills the review calendar.

What it does

From your records to the campaign, without export

Approval first, always

Questions, answered

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