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Zeplyn

Read 5 Zeplyn reviews and testimonials from customers, explore 1 case studies and customer success stories, and watch customer videos to see why companies chose Zeplyn as their Financial Advisor Software

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 Score based on 419 reference ratings
4.8/5.0 (419)

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 …

    Bob Gillooly President

  • “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 …

    Brian Nikulski President and Chief Compliance Officer

  • “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 …

    Trevor Chuna Chief Technology Officer
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1 Case Studies

  • Sequoia Financial Group saves 30–60 minutes per meeting with Zeplyn

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Additional Zeplyn Information & Resources

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

Browse Zeplyn Case Studies, Customer Success Stories, & Customer References from 1 businesses that use Zeplyn.

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