Zanus AI for Wealth Management. Every client answered. Every review prepared.
Front OfficeReview and first-meeting calls answered and booked with the right advisor; address, beneficiary and statement requests filed; referrals from CPAs and attorneys acknowledged; investment, tax and money-movement questions sent to a licensed person.
Back OfficeHousehold files, account forms, statements and meeting notes kept on each client; every review, required minimum distribution and document expiry on the calendar, with the advisor or associate who owns it.
Zanus AI Front Office
Front Office for Wealth Management With your clients, families and referral partners
Who reaches youProspects asking about fees, minimums and how a first meeting worksClients rescheduling reviews or asking for statement and tax-document copiesSpouses, adult children with power of attorney, trustees and executorsCPAs and estate attorneys sending referrals or document requestsWorried clients calling on a market-drop morningRetirement-plan sponsors, custodians and home-office staff
Answers & books
AI PhoneEvery client call answered; advice questions go to advisors.AI BookingReviews and first meetings booked with the right advisor.AI ChatFees, minimums and first meetings answered on your site.AI E-mailSigned forms, statement copies and review changes answered by e-mail.AI Web FormsEvery referral and inquiry answered within minutes.AI AvatarA welcoming face that explains how your firm works.Sells
AI CRMHouseholds, referrers and prospects on one living record.AI QuotingEngagement proposals from your published fee schedule.AI Follow-upOnboarding paperwork chased until the last signature arrives.AI MarketingTax-document notices and client events, in approved wording.AI Auto-CallReview scheduling calls placed in your firm's name.AI DemoHow your firm works, explained before the first meeting.AI MeetingsVideo reviews with the whole household, notes filed.Zanus AI Back Office
Back Office for Wealth Management Inside your advisory firm
Create unlimited AI automations just by talking to the AI. Household files, account forms, statements and meeting notes kept on each client; every review, required minimum distribution and document expiry on the calendar, with the advisor or associate who owns it.
Automates
AI AutomationsOnce said, every new household gets its onboarding checklist and dates.AI TasksReview agendas, meeting summaries and client letters drafted in your format.AI ApprovalsNo client letter or summary goes out without your advisor’s OK.AI DashboardToday’s reviews, pending paperwork and RMD dates on the first screen.Knows your company
AI AssistantAnswers associates from your procedures and approved wording, with the source.AI AnalysisReads a household’s files and history and reports the status before a review.AI ArchiveEvery signed agreement, statement and trust document, found in seconds.AI VectorstoreEach household’s records in its own private store, found by meaning.AI LibraryLearns your procedures, disclosures and the rules your firm follows.AI TranscriptsClient reviews and calls transcribed, with a recap filed on the household.AI MailroomEvery custodian notice, signed form and CPA letter filed on the right household.Runs your business
AI CustomersHouseholds with spouses, trustees and powers of attorney on one private record.AI CasesEach estate or trust matter handled on its own documents and facts.AI ProjectsNew-household onboarding run as a project: forms, tasks, owners and dates.AI DesignReview packets, event invitations and newsletters laid out from your words.AI SuppliersCustodians, printers and event vendors at hand when a process needs them.AI InventoryYour service offerings and their approved descriptions, always current.AI MarketingSeminar invitations and annual check-ins sent in approved wording.Your team
AI TeamworkAdvisors, associates and operations share each household; nothing slips.AI TrainingNew associates trained from your procedures and approved scripts.AI IntegrationsAdds AI to the CRM, custodian and planning software you already use.AI Apps & RobotsRobots built for your operations, from address changes to review packets.Privacy & auditAccount numbers and tax IDs shown by role, every action on record.Live Demos
See it working for your firm.
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 Wealth Management: questions & answers
Can an AI receptionist work for a financial advisory firm?
Yes. AI Phone answers your firm's line around the clock, books reviews in the right advisor's calendar and takes service requests such as address or beneficiary changes. It answers only from the information your firm approves and transfers anything about advice, accounts or money to a licensed person.
Does the AI give investment or tax advice to clients?
No. It gives no investment, tax, estate, insurance or suitability advice, quotes no performance and offers no opinion on markets. Questions like whether to sell or what to buy are transferred to the advisor or taken as a message with the context attached.
Can the AI process a distribution or transfer request?
It takes the request but never executes it. The AI records what the client asked, checks identity only by the rules your firm sets, and routes the request to operations or a licensed person for verification and execution. The client is told the request was received.
What happens on a market-drop morning when every client calls?
Every caller is answered at once in your approved wording instead of reaching voicemail. The AI offers the earliest slot with their advisor or transfers the call by your rules, and it never comments on the market or on a portfolio.
Can the Back Office prepare for a client review?
Yes. Before each review it gathers the household’s latest statements, open requests, past meeting notes and upcoming dates into one packet in your format, for the advisor to read; the advice itself always comes from the advisor.
Are meeting notes kept with the right household?
Yes. Review calls and meetings are transcribed, recapped and filed on the household’s record with the date and the people present, and the advisor approves the recap before anything is sent to the client.
How do the Front Office and the Back Office work together for an advisory firm?
The Front Office answers the prospect, takes the details of what they are looking for and books the first meeting with the right advisor; the inquiry, the call transcript and the booking land on the household’s record in the Back Office, where the onboarding forms, the documents and the review dates take over.
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