For years, wealth management firms have been on the search to eliminate inefficiencies in their operations—driven primarily by the need to improve margins and elevate the client experience. Time-consuming manual tasks and fragmented workflows were two major obstacles, yet widely accepted as part of the process to differentiate the firm’s’ level of client care. As AI enters the industry, a better path forward has emerged. 

AI has quickly become a force in the industry, reshaping the way wealth managers and firms work. A recent study revealed that 59% of financial advisors cited lack of automation and AI-enabled capabilities within their firms as an issue, highlighting that the industry is ready for innovation and that there’s an urgent need for advanced technologies to streamline workflows and drive more efficiency.

According to McKinsey, AI holds the potential to help advisors reclaim up to 20 to 30% of their time, time that can (and should) be reinvested toward growth-related activities. Reducing the amount of time advisors spend on admin tasks is great, but it’s what they do with that time that matters—and the hope is that it’s spent building stronger relationships and delivering better outcomes for clients.

Today, we are thrilled to introduce a powerful new suite of AI-native practice management capabilities designed to streamline operations and unlock growth opportunities for advisors and their firms.

Beyond note-taking: Introducing a new suite of practice management capabilities

When Zeplyn first entered the scene with our flagship product Zeplyn Meeting Assistant, we set out to close the first major gap in the client meeting experience. With 60% of client data gathering taking place during meetings and less than 25% of meeting notes getting logged into the CRM, we saw the opportunity to use AI to capture and document the most relevant client details, saving advisors 10+ hours a week. As our customers began collecting structured meeting notes, we wanted to help them recognize even more value from that data. Now, we’re transforming those insights into action.

By automating the most time-consuming and often critical aspects of meeting preparation, follow-ups, and compliance tracking, our new features ensure advisors can focus on delivering value rather than managing admin tasks and that firms can optimize the use of their client data.

While wealth management firms have been largely cautious about AI, testing the field with low-barrier tools like note-takers, we’ve seen a significant shift. The combination of our note-taking solution and intelligent workflows has sparked genuine interest about other critical business aspects AI can address. This demand is why we’re thrilled to launch our new practice management capabilities, purpose-built to transform and elevate how firms operate.

     Era Jain
     Co-Founder and CEO of Zeplyn

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Reinforcing our commitment to rebuild the wealth management experience from an AI-native perspective, the new suite introduces several new features, including:

Advisor hub

Gives wealth managers a launchpad for every client interaction, supporting them in managing the entire client meeting lifecycle, including meeting preparation, in-meeting support, and post-meeting follow-ups and task tracking, and ensuring consistent processes firm-wide for effective practice management.

Advanced meeting prep

Leverages insights collected in previous client interactions to provide advisors everything they need to prepare for upcoming client meetings, including:

• Automatic agendas: Automatically generates personalized, editable, and shareable meeting agendas.
• Comprehensive client recaps: Automatically generates client summaries and includes key details such as personal info, financial goals and objectives, pending tasks, ongoing discussion topics, conversation starters, and more.
• Pre-meeting client communication: Drafts pre-meeting emails for clients with details to improve their engagement and preparedness.

Custom meeting intelligence

Gives firms the flexibility to design meeting reports and checklists tailored to various client interactions—discovery meetings, plan delivery, annual reviews, or topical client meetings—standardizing data capture to ensure consistency across all practice workflows.

Compliance checklists

Automatically tracks compliance requirements during client reviews and updates the corresponding client CRM records, ensuring advisory teams meet their specific regulatory requirements.

Life event opportunities

Automatically identifies key client life events from meeting discussions, such as buying a house or having a child, and tracks related opportunities in the firm’s CRM. Through an integration with Bento Engine, advisors immediately receive actionable content to support them in timely advising clients during those events.

Tell me more

Allows advisors to safely and securely explore details about a client or past interactions. To get more context or insight, advisors may type a question into the search box or have the platform elaborate on a topic from a meeting note with just one click.

Practice intelligence

Enables CIOs, CTOs, COOs and other firm leaders to glean insights into the firm’s efficiency and client experience by quantifying ROI of advisory efforts, improving client experience and informing firm-wide strategies.

A new chapter for AI in wealth management

This marks the beginning of a new chapter for the industry. As our meeting and client intelligence extends beyond the context of note-taking to enable practice management, we’re proud to hear that our customers are already reaping quantifiable benefits. From understanding how often referrals are requested to identifying client discussion trends—and everything in between, these new capabilities are enabling firms to take streamlined and data-backed action that position them for growth.

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This strategic expansion marks the beginning of a new chapter for wealth management. With greater visibility and use of the data that matters most, firms now have access to unprecedented efficiency and growth opportunities within practice management. For us, the possibilities don’t stop there. With input from hundreds of advisors and key industry CTOs, we are committed to delivering on our aggressive product roadmap and creating even more value for firms and their clients.

    Divam Jain,
    Co-Founder and CTO of Zeplyn

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