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 124 reference ratings
4.7/5.0 (124)

5Testimonials

  • “Zeplyn has allowed us to maintain an intense focus on our clients during meetings without having to pause and write down notes. Zeplyn not only helps us as advisors, but our clients love having the meeting notes at their disposal complete with action items for both parties moving forward.”

    Bob GilloolyPresident
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