Seamlessly integrates with top tools for wealth managers
A better way to support your clients and grow your wealth management firm
A better way to support your clients and grow your wealth management firm
Agentic AI that unlocks more capacity, more consistency, and more client impact without increasing the workload on your team.
Accuracy that strengthens trust
Capture complete, consistent, structured intelligence that gives clients confidence in every recommendation.
Brian Nikulski
President and Chief Compliance Officer, Nikulski Financial
We had tried two other AI software solutions that were supposedly the best in the industry. Then, we tried Zeplyn. I was amazed at how accurate and organized their notes were.
Action that accelerates growth
Instantly convert client insights into tasks, workflows, updates, emails, reports, and more.
Bob Gillooly
President, Elmwood Wealth
Zeplyn not only helps us as advisors, but our clients love having the meeting notes at their disposal complete with action items for both parties moving forward.
Efficiency that expands capacity
Save 12+ hours a week on admin work and reinvest that time in higher-impact client service.
Christopher Rule
Senior Wealth Advisor, Sequoia Financial Group
Transcribing my notes post meeting was always about an hour of time. Zeplyn cuts that time down to 10 minutes.
Practice management that elevates performance
Surface insights and standardize processes that improve client experience and firm results.
Steven Harp
Founder and CEO, Colorado Wealth Group
The accuracy and succinct nature of Zeplyn notes saves us time, increases efficiency and establishes a consistent note management process for our practice.
Powering all team sizes, from solo wealth managers to established enterprises.
"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."
Trevor Chuna
Chief Technology Officer, Sequoia Financial Group
Financial advisors get more with Zeplyn
As the only client intelligence platform purpose-built for financial advisors, Zeplyn is reimagining wealth management from an AI-native perspective
40+
Advisor hours saved per month
50%
Increase in client facetime
100%
Notes logged in CRM
Zeplyn powers intelligent action across your entire firm
Secure and Compliant
Stay on the cutting-edge with secure AI
Get accurate and contextually relevant meeting intelligence by bringing AI designed specifically for financial advisors into your workflow. Built with the highest security standards, including recording-free note-taking, end-to-end encryption, built-in consent mechanism, strict PII protection and more, your clients data is always protected.
Meeting Intelligence
Never miss the important client details
Seamlessly capture real-time, structured meeting notes and action items during virtual or in-person client interactions, ensuring accuracy and completeness. With Zeplyn, you’ll quickly document your client’s key financial details, investment goals, life events, personal preferences and more—so you can focus on building and nurturing your relationships.
Workflow Automation
Automatically sync notes and delegate tasks
Send meeting notes and tasks to your CRM in just one click. It’s that easy. With that one click, you can log and share all the key details from your client meeting and immediately equip your client service team with prioritized next steps and track progress.
Client Engagement
Quickly draft and send personalized emails
Reduce your follow-up time from days to minutes. With one click, Zeplyn will write a personalized recap messages for you to send to clients, helping you ride the momentum from your last engagement. If you want to add a special touch, no problem. All of our templates, including emails, are completely customizable.
Client Intelligence
Simplify meeting preparation
Say goodbye to time-consuming meeting prep. Zeplyn’s auto-generated smart client recaps and meeting agendas do all the heavy lifting for you. Zeplyn gathers all the details you need—your client’s financial goals, status of action items, topics to discuss, conversation starters and more—and places them right at your fingertips.
Secure and Compliant
Stay on the cutting-edge with secure AI
Get accurate and contextually relevant meeting intelligence by bringing AI designed specifically for wealth managers into your workflow. Built with the highest security standards, including recording-free note-taking, end-to-end encryption, built-in consent mechanism, strict PII protection, and more, your clients' data is always protected.
Meeting Intelligence
Never miss the important client details
Seamlessly capture real-time, structured meeting notes and action items during virtual, phone, or in-person client interactions, ensuring accuracy and completeness. With Zeplyn, you’ll quickly document your clients' key financial details, investment goals, life events, personal preferences, and more—so you can focus on building and nurturing your relationships.
Workflow Automation
Automatically sync notes and delegate tasks
Send meeting notes and tasks to your CRM in just one click. It’s that easy. With that one click, you can log and share all the key details from your client meeting and immediately equip your client service team with prioritized next steps and track progress.
Client Engagement
Create personalized emails, reports, and more
Reduce your follow-up time from days to minutes. Zeplyn will summarize your latest interaction, answer questions, and produce the personalized materials you need—from recap emails to tailored reports. With your client context already organized, Zeplyn keeps every artifact consistent and customizable.
Client Intelligence
Simplify meeting prep and client research
Say goodbye to time-consuming meeting prep and client research. Zeplyn’s smart client recaps and meeting agendas do all the heavy lifting for you. Zeplyn gathers all the details you need—your client’s financial goals, status of action items, topics to discuss, conversation starters, and more—and places them right at your fingertips.
Elevate your workflow and client engagement
Secure and Compliant
Stay on the cutting-edge with secure AI
Get accurate and contextually relevant meeting intelligence by bringing AI designed specifically for financial advisors into your workflow. Built with the highest security standards, including recording-free note-taking, end-to-end encryption, built-in consent mechanism, strict PII protection and more, your clients data is always protected.
Meeting Intelligence
Never miss the important client details
Seamlessly capture real-time, structured meeting notes and action items during virtual or in-person client interactions, ensuring accuracy and completeness. With Zeplyn, you’ll quickly document your client’s key financial details, investment goals, life events, personal preferences and more—so you can focus on building and nurturing your relationships.
Workflow Automation
Automatically sync notes and delegate tasks
Send meeting notes and tasks to your CRM in just one click. It’s that easy. With that one click, you can log and share all the key details from your client meeting and immediately equip your client service team with prioritized next steps and track progress.
Client Engagement
Quickly draft and send personalized emails
Reduce your follow-up time from days to minutes. With one click, Zeplyn will write a personalized recap messages for you to send to clients, helping you ride the momentum from your last engagement. If you want to add a special touch, no problem. All of our templates, including emails, are completely customizable.
Client Intelligence
Simplify meeting preparation
Say goodbye to time-consuming meeting prep. Zeplyn’s auto-generated smart client recaps and meeting agendas do all the heavy lifting for you. Zeplyn gathers all the details you need—your client’s financial goals, status of action items, topics to discuss, conversation starters and more—and places them right at your fingertips.
"We were unable to train the other software to understand our firm's acronyms and summarize the complexity of financial planning conversations. I did not think AI was anywhere close to being able to do it, until we found Zeplyn."
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