Read 5 Zeplyn reviews and testimonials from customers, explore case studies and customer success stories, and watch customer videos to see why companies chose Zeplyn as their undefined

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.

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Customer Rating Review Scorebased on 176 reference ratings
4.8/5.0 (176)

5Testimonials

  • “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 Zeplyn notes saves us time, increases efficiency and establishes a consistent note management process for our practice.”

    Steven HarpFounder and CEO
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