Zanus AI for Banks & Credit Unions. Every branch call answered. Every file complete.
Front OfficeHours, ATM, routing-number and how-to-join questions answered from your published pages; loan officer and new-account appointments booked; service requests filed; fraud and lost-card calls put straight through to a person.
Back OfficeAccount-opening packets, KYC documents, loan applications and statements read against your policy with the clause cited; every missing document, review and renewal date on the calendar, with an owner.
Zanus AI Front Office
Front Office for Banks & Credit Unions With your members and customers
Who reaches youMembers and customers asking about hours, ATMs and the routing numberProspective members asking whether they are eligible to joinBorrowers checking on a loan application or a missing pay stubCardholders with a lost card, a declined card or an unknown chargeBusiness owners, treasurers and bookkeepers opening an LLC accountSpanish-speaking households calling their neighborhood branch
Answers & books
AI PhoneEvery branch call answered, fraud put straight through.AI BookingThe right banker, the right branch, the right slot.AI ChatWebsite visitors learn how to join, any hour.AI E-mailThe pay-stub e-mail answered the same hour.AI Web FormsThe Sunday account-opening form answered in seconds.AI AvatarA friendly face explains how membership works.Sells
AI CRMEvery member conversation written to one relationship record.AI Follow-upThe missing pay stub chased until it arrives.AI MarketingCampaigns to members, sent within their consent.AI Auto-CallPayment reminders and card-ready calls, placed for you.AI DemoHow joining and borrowing work, explained any hour.AI Live MeetingsA representative walks the member through online banking.AI MeetingsVideo appointments with bankers, notes on the record.Zanus AI Back Office
Back Office for Banks & Credit Unions Inside your bank or credit union
Create unlimited AI automations just by talking to the AI. Account-opening packets, KYC documents, loan applications and statements read against your policy with the clause cited; every missing document, review and renewal date on the calendar, with an owner.
Automates
AI AutomationsTell it once: each new loan application gets its checklist and reminders.AI TasksBoard reports, member letters and procedure updates drafted in your format.AI ApprovalsNo member letter or document request goes out without your OK.AI DashboardToday’s appointments, incomplete files and expiring documents on the first screen.Knows your company
AI AssistantAnswers tellers and officers from your procedure manual, with the source.AI AnalysisReads a member’s file and history and reports what is missing or out of date.AI ArchiveEvery signature card, ID copy and loan document, found in seconds.AI VectorstoreEach member’s documents kept private and searchable by meaning.AI LibraryLearns your policies, procedure manual and the banking rules you follow.AI TranscriptsBoard and loan committee meetings transcribed and summed up.AI MailroomEvery e-mailed pay stub, tax return and ID filed on the right application.Runs your business
AI CustomersMembers, joint owners and businesses with their accounts on one private record.AI CasesEach dispute, fraud claim or estate file handled on its own documents.AI ProjectsCommercial loan closings run as projects: conditions, owners and dates.AI DesignLobby posters, statement inserts and branch flyers laid out from your words.AI SuppliersCard, check-printing and courier vendors at hand; branch supplies re-ordered.AI InventoryYour accounts, cards and loan products with their current published terms.AI MarketingCertificate-maturity and new-product notices sent to members who opted in.Your team
AI TeamworkTellers, officers and operations share each file; the AI keeps the whole story.AI TrainingNew tellers and officers trained from your manual and real cases.AI IntegrationsAdds AI to the core, loan and document systems you already run.AI Apps & RobotsRobots built for your back-room routines, from address changes to file reviews.Privacy & auditSensitive fields shown by role, with every action on record.Live Demos
See it working for your bank or credit union.
Tell us what you want to see. We build an interactive AI demo for your company from your website, and the link and the documentation arrive in your inbox in about 2 minutes.
Questions & answers
Zanus AI for Banks & Credit Unions: questions & answers
Can an AI answer the phone for a credit union or community bank?
Yes. AI Phone answers your branch and member-service numbers on the first ring, day and night, from the information your institution approves: hours, locations, ATMs, notary availability and what to bring to open an account. It books branch appointments and transfers anything about a specific account to your staff with the context whispered in.
Does the AI give financial advice or quote a loan rate to a member?
No. It reads your published rate sheet and fee schedule as written, never says which product suits a member, never quotes an applicant-specific rate or payment and never predicts approval. A question such as whether to refinance, or whether a CD beats a money market, is booked with a banker or transferred.
Can the AI check a balance, move money or unlock an account?
No. It never reads a balance, never moves money and never unlocks an account or a card. Your rules decide where those callers go: online banking, the mobile app or your authenticated member-service line. Identity is checked only by the steps your institution sets, and only for the front-office actions you allow.
What happens when a member calls about fraud or a lost card at night?
The AI puts the caller through to your published 24/7 card and fraud line at once, or files the lost-card request by your rules. It never asks for a full card number, a PIN or an online banking password, and the whole call is transcribed on the member's record for your staff in the morning.
Can the Back Office check a loan or account file for missing documents?
Yes. It reads every document in the file against your checklist and policy, names what is missing or expired — a pay stub, an ID, a signature — and cites the clause; the credit decision always stays with your officers.
Who can see a member’s documents and account details?
Only the staff you allow. Sensitive fields such as tax IDs and account numbers are shown by role, each member’s documents stay on their own private record, and every action of the AI and of your staff is on record for your auditors.
How do the Front Office and the Back Office work together for a bank or credit union?
The Front Office answers the member’s call, takes the details of what they need and books the loan officer; the lead, the call transcript and the booking land on the member’s record in the Back Office, where the application file, the checklist and the dates take over until closing.
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.
Or call +1 (954) 736-3939 — the AI answers.