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 136 reference ratings
4.7/5.0 (136)

5Testimonials

  • “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."

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Read Zeplyn Reviews, Testimonials & Customer References from 5 real Zeplyn customers.