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.
“We selected Zeplyn not just for their omni-channel note-taking capabilities but also for their long-term vision in supporting the over-all client meeting process—which is the most frequent and expensive activity of an RIA."
Read Zeplyn Reviews, Testimonials & Customer References from 5 real Zeplyn customers.