ZANUS AI FOR FINANCE — PROCEDURES

The procedures manual, alive.

Written supervisory procedures only protect the firm when people can find them — the current version, at that. In Zanus, WSPs, trading procedures and operations checklists are living documents: answerable in chat, attached to work, priority-ordered so the latest version always wins.

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

Procedure reviews scheduled on the firm calendar

Procedure upkeep, scheduled like client work: annual WSP reviews and policy checks on the calendar.

What it does

One source of truth

Supervisory procedures, trade error policy, gift-and-entertainment rules, wire instructions protocol: one library, current versions on top, superseded drafts outranked.

Answerable at the point of work

“What is the procedure for a third-party wire request?” — answered in seconds with the document attached, to any authorized employee, before the mistake instead of after.

Attached to the work itself

Work types carry their default procedures: the AI drafting a client letter reads the communications policy — by construction, not by memory.

The annual review, no longer annual panic

Yearly WSP reviews, policy-change summaries for staff, attestation tracking: assign them once as recurring AI work and the manual never goes stale. When a policy changes, the AI drafts the staff briefing and the updated section for compliance to approve.

Recurring review works with deadlines
Change summaries drafted for staff briefings
Every review on the audit record

The procedures manual as a living library

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

How do updates roll out?

Upload the new version, set it on top: from that moment every answer and every AI work cites the new procedure. Old versions remain archived for audit.

The procedures manual, alive.

What it does

The annual review, no longer annual panic

Questions, answered

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