Introducing our new practice management capabilities, designed to unlock growth!
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Stop doing the manual work. Start automating with Zeplyn.
Stop doing the manual work. Start automating with Zeplyn

The agentic AI assistant for wealth management

Scale your practice with the most secure and efficient way to prepare for client meetings, take notes, and manage follow-up tasks.
Get started for free
Seamlessly integrates with top tools for financial advisors

Financial advisors get more with Zeplyn

As the only workflow intelligence platform purpose-built for financial advisors, Zeplyn is reimagining wealth management from an AI-native perspective.

Operational efficiency

Save 12+ hours a week on admin tasks and reinvest that time where it matters most.
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.

Compliant data and workflows

Get the most accurate, relevant and compliant client data and use it to automate your workflows.
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.

Stronger relationships

Be present while providing best-in-class experiences that retain and win new clients.
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.

Effective practice management

Glean insights and roll out processes that produce improved client 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.
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Leading wealth management firms trust Zeplyn
Powering all team sizes, from solo advisors 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
Platform
Meet Zeplyn Meeting Assistant

Elevate operational efficiency and strengthen client relationships

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 financial advisors into your workflow. Built with the highest security standards, including, recording-free note-taking (bot-free option available), 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 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

Quickly draft and send personalized emails

Reduce your follow-up time from days to minutes. With one click, Zeplyn will write 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.
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 softwares to understand our firms' 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."

Laura Kiick
Vice President,
Sequoia Financial Group
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Simplify note-taking for in-person meetings
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