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Stop doing the manual work. Start automating with Zeplyn.
Stop doing the manual work. Start automating
with Zeplyn

The most accurate AI assistant for financial advisors

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
SOC 2 Type 2 Certified
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
Seamlessly integrates with advisor technology and enhances your workflows
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Leading wealth management firms trust Zeplyn
Powering all team sizes, from solo advisors to established enterprises
Steven Harp, Founder and CEO
Colorado Wealth Group

“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 notes saves us time, increases efficiency and establishes a consistent note management process for our practice.”

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. 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
.”

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. There was an extreme amount of frustration because neither one of the AI applications could capture a real-life conversation with clients to identify meaningful and relevant details of the meetings. Then, we tried Zeplyn. I was amazed at how accurate and organized their notes were. My confidence in AI has been restored!”

Trevor Chuna, CTO
Sequoia Financial Group

“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. “

Bob Gillooly, President
Elmwood Wealth

“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 our clients love having the meeting notes at their disposal complete with action items for both parties moving forward.”

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, 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.
Get started today
See how Zeplyn can save you time and boost client engagement.
FAQs
How does Zeplyn Meeting Assistant automate note-taking?

Zeplyn Meeting Assistant automatically captures notes for both virtual and in-person meetings.

  • Virtual meetings: Zeplyn connects with all popular video conferencing platforms like Zoom, Microsoft Teams, Webex, and Google Meet, and joins your meetings as a “note-taker” attendee to capture notes.
  • In-person meetings: For in-person meetings, you can use the Zeplyn iOS app or the Zeplyn web app via your mobile browser to capture meeting notes.

Zeplyn generates structured meeting summaries and makes them available in the Zeplyn web app within minutes of your meeting ending, ready for review and action. Advisors can also use our Meeting Assistant to record dictations and convert them into structured notes, instantly.

How accurate is Zeplyn in capturing meeting notes?

At Zeplyn, we’ve built the most accurate AI technology which is purpose-built for financial advisors and trained to understand the wealth management context. Zeplyn Meeting Assistant delivers post-meeting structured summaries with more than 95% accuracy, making it a highly reliable tool for documenting client interactions. When you take notes with Zeplyn, you can rest assured that all your financial data, client details, and tasks will be captured in a coherent and succinct way.

How does Zeplyn ensure compliance and client data security?

Zeplyn ensures compliance and client data security with a robust suite of security features such as:

  • Recording free note-taking: Zeplyn discards your meeting audio as soon as meeting notes are processed. Advisors take full control of what information gets captured and sent to their CRMs and clients.
  • Data privacy and protection: Zeplyn ensures privacy of sensitive information by redacting data such as Social Security Numbers and never uses customer data to train its AI models.
  • End-to-End encryption: All data, including meeting notes and client information, is encrypted at rest and in transit, ensuring sensitive data remains secure throughout its lifecycle.
  • Access Control: Features like multi-factor authentication (MFA) and single sign-on (SSO) provide strong access management, ensuring that only authorized personnel can access sensitive data.
  • SOC2 Type II Certification: Zeplyn adheres to the highest standards of data security and operational integrity, verified through independent SOC 2 Type II audits.
  • Secure Communication: Transport Layer Security (TLS) 1.3 is used to secure all communications, protecting client information from interception or unauthorized access.

Zeplyn conducts regular independent audits of both its software and operational processes to ensure continuous compliance with security standards, consistently updates its privacy incident response plan, and offers comprehensive cyber insurance coverage. We're committed to working with your compliance teams to ensure that we meet all security requirements at your firm. Learn more at our trust portal.

Which software integrations does Zeplyn support?

Zeplyn supports out-of-the-box integrations with a variety of platforms, including video conferencing services like Zoom, Microsoft Teams, Webex, and Google Meet; CRMs such as Wealthbox, RedTail, and Salesforce; Google and Outlook calendars; and file-sharing services like ShareFile. For custom integration requests, please contact us with your requirements and we’ll be happy to work with you.

What does setup and onboarding with Zeplyn look like?

Getting started with Zeplyn is quick and easy. Firms can be up and running in just a few minutes with our out-of-the-box integrations. After logging in, simply navigate to the settings page to connect Zeplyn with your calendar and CRM of choice. Once integrated, Zeplyn will automatically synchronize your meetings and client data. After each meeting, advisors can review and edit notes and tasks in Zeplyn, and with a single click, sync them back to their CRM contacts and households.

To ensure a smooth onboarding experience, our Customer Success team offers 1:1 training sessions and platform walkthroughs. If your firm has any custom CRM integration needs, we’ll assist in setting it up as part of the onboarding process.

Simplify note-taking for in-person meetings
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