Build your firm's agents and run them anywhere
Every wealth management firm has its own way of serving clients, built from its investment philosophy, service model, meeting cadence, review process, and communication standards. That's the value it has spent years building. Most general-purpose AI tools ignore all of it, asking every firm to squeeze decades of expertise into the same generic prompts and templates as everyone else.
Even the most advanced model starts from zero on your firm. It doesn't know which details matter, how your team approaches the work, or what a strong outcome looks like inside your service model. Giving AI that kind of firm-specific context has traditionally meant months of technical configuration, using engineering resources most firms don't have.
And when firms do manage to configure AI around their business, that intelligence usually gets trapped in a single application. As teams adopt Claude, ChatGPT, Microsoft Copilot, Slack, and proprietary tools, the same client context and capabilities don't travel with them. Employees end up switching tabs, re-explaining context, and manually copying information between systems that should already know each other.
With the launch of Zeplyn Agent Studio, the trade-off ends. Firms can now turn their own methods into governed AI agents, connect those agents to real client context and purpose-built tools, and publish them across the organization, no code required. The Zeplyn Model Context Protocol (MCP) Server then puts those agents to work inside whatever application employees already prefer.
Introducing Zeplyn Agent Studio, a no-code AI agent builder for wealth management
Agent Studio lets an authorized administrator describe, in plain language, what an agent should do, what it should consider, and how the output should be structured. The firm publishes it, and employees use it.
This is where firms can build for the work that differentiates their firm. A practice management team can create a Discovery Meeting Brief agent that runs the same eight-section framework for every prospective client. An operations leader can build an Annual Review Prep agent that pulls recent meetings, emails, CRM records, financial planning data, and portfolio or custodial information into one consistent package. An advisor can shape a communication agent from examples of their own past emails, keeping their voice while meeting the firm's standard for client correspondence.
You can also build agents that handle even more complex work. For example, a compliance-minded advisor can build a Rollover Recommendation Packet agent that pulls the client's plan details from meeting notes, CRM, and email, cross-references public Form 5500 filings for the employer plan's actual fees, and assembles a client-ready document complete with fee comparison, plan details, fiduciary disclosure language, and a signature block. A relationship manager can create an Annual Value-Delivered Recap agent that reads twelve months of meeting notes, service cases, and CRM activity for a household and drafts a warm, personal email in the advisor's own voice, covering meetings held, planning actions taken, problems solved, and coordination with the client's CPA or attorney.
These aren't stored prompts with better packaging. Agent Studio pairs the firm's instructions and preferred formats with Zeplyn's connected client intelligence and purpose-built wealth management capabilities. The agent understands the assignment, has the context to do it well, and has the tools to carry it forward.
The people closest to a process usually understand it best, and Agent Studio gives them a direct role in building the solution. Leaders across operations, technology, practice management, compliance, and advisor enablement can turn a proven method into a reusable agent, publish it to the right people, and refine it as the business evolves.
Firm-specific AI no longer has to stop at the workflows every firm in the industry already has. A differentiated discovery process, service model, or communication standard can become a capability the whole organization runs on, consistently and at scale.
Built on wealth-native intelligence
Making agent creation accessible matters, but usefulness is the real test. An agent has to understand the client, work across the systems the firm runs on, and operate within the firm's standards. With Zeplyn, that foundation is already in place.
More than 30 integrations connect Zeplyn to the systems wealth management firms use every day. Its master data management layer reconciles information across meetings, CRM records, emails, financial plans, portfolio platforms, custodians, and more into one coherent client picture, instead of leaving an employee to hunt it down manually.
And more than 60 purpose-built tools let agents retrieve information and take defined actions across those systems, supporting work like client research, meeting prep, compliance review, account-opening support, and portfolio commentary. Agent Studio layers the firm's instructions, standards, and formats on top, directing exactly how those capabilities get applied.
A reusable prompt can tell a model what to produce. A Zeplyn agent can combine that instruction with connected client context, purpose-built tools, and the institutional knowledge that makes your firm different from the one down the street.
Firms keep full control over how their agents are used. Administrators decide which agents get published, existing permissions govern what each employee can access, and audit trails follow every agent's activity.
Standardize the process, not the advisor
As firms grow, through hiring, succession, or acquisition, consistency gets harder to maintain and more important to get right. Clients should get the same standard of preparation and care no matter which advisor, team, or office they work with. That doesn't mean every advisor has to work or sound the same.
Agent Studio lets firms decide where consistency matters and where individuality should stay intact. Every annual review brief might need to cover the same planning priorities, recent life events, portfolio changes, and open service items. Within that structure, advisors can still run personalized agents for meeting summaries and follow-up emails in their own voice.
Consistency strengthens the client experience without turning it into a script. Proven practices can move out of informal checklists and tribal knowledge and into agents that put the firm's best thinking in front of everyone who works with clients.
The payoff compounds across the organization. Firms preserve expertise as experienced employees retire, fold acquired teams into a shared service model faster, and give developing advisors the same frameworks their top performers already use. Improve a process once, update the agent once, and the improvement reaches everyone who uses it.
Agent Studio makes the firm's methods reusable across the organization. The Zeplyn MCP Server takes them further than a single interface.
Use agents anywhere with Zeplyn MCP Server
The Zeplyn MCP Server carries firm-built intelligence beyond the Zeplyn interface. Built on Model Context Protocol, the open standard for connecting AI applications to external tools and data, it makes agents created in Zeplyn available through every supported MCP-compatible application.
An employee can run a custom Zeplyn agent from Claude, ChatGPT, Microsoft Copilot, Slack, or a firm-built advisor workstation without rebuilding the agent or manually moving client information between systems. The firm picks the interface, and the the intelligence, permissions, and controls underneath stay exactly the same.
Build on what makes you different
Agent Studio gives firms a practical, ongoing way to shape AI around the business they're actually building, not the industry's lowest common denominator. As new client experiences, operating standards, or growth priorities emerge, the firm can create agents to support them and keep improving those agents over time.
Together, Agent Studio and the Zeplyn MCP Server give firms AI infrastructure they can build on, not just a tool they adopt. Firms can shape that intelligence as the business evolves and bring it into whatever tools their people choose, without ever losing context, permissions, or control.
Ready to see how your firm can build governed AI agents and run them across the applications your team already uses? Book a demo.