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.
“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 …
“Zeplyn has figured out AI-enabled note-taking for financial planning. They cater to the nuances and technicalities of the wealth management industry, and it shows. The accuracy and succinct nature of …
“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 …
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