Trusted by forward-thinking wealth management firms

“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.”

“This was the one time I saw my firm jump from ‘What is this?’ to ‘We can’t live without it’—within a two-week period. We usually take years to vet software, and this one was a total game-changer for us.”

"We’ve also used Zeplyn Agent Nexus to extract client testimonials directly from meeting transcripts, which has been a huge value-add."