Zeplyn Built by two former Google engineers, Zeplyn is the AI assistant for financial advisors that streamlines workflows. It automates the time-consuming admin tasks of meeting prep, note-taking, drafting follow-up emails, creating and assigning tasks, and updating your CRM. With Zeplyn, you’re free to invest your time where you’ll earn the highest return: building relationships and scaling your firm.
“Zeplyn has figured out AI-enabled note-taking for financial planning. They cater to the nuances and technicalities of the wealth management industry, and it shows. The accuracy and succinct nature of …
“We had tried two other AI software solutions that were supposedly the best in the industry. There was an extreme amount of frustration because neither one of the AI applications …
“Transcribing my notes post meeting was always about an hour of time. Zeplyn cuts that time down to 10 minutes. Its ability to capture nuance and 'hear' not just what …
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