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 164 reference ratings
4.8/5.0 (164)

5Testimonials

  • “Transcribing my notes post meeting was always about an hour of time. Zeplyn cuts that time down to 10 minutes. Its ability to capture nuance and 'hear' not just what my clients are saying but also to capture the feelings that their words communicated was incredibly impressive.”

    Christopher RuleSenior Wealth Advisor
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