Unified orchestration, agentic workflows, agent studio
APIs, MCP, Single tenancy, BYOC, LLM flexibility, Zero Data Retention, PII redaction
Integrations, Custom workflows, Data Mappings, Standardization vs Personalization
Single source of truth across systems
Workgroups, sharing, roles, and permissions
Fine-tuned SLMs, risk adjusted returns, agentic vs deterministic workflows
Recording-free AI notes across virtual and in-person meetings, phone calls, and dictations
Every meeting, email, and data point in one enriched, dynamically updated profile
Collect client data instantly without manual data entry or redundant paperwork
Sync client data across your calendars, CRMs, and financial planning tools automatically
Eliminate manual digging through past client history and generate relationship recaps
Ask Zeplyn to execute work using intelligence across your meetings, emails, and clients
Pre-fill forms and open accounts in minutes right from client meetings
Turn PDFs, tax forms, and statements into highly structured, verifiable downstream data
Draft personalized recap emails, proposal packages, and advisor-voice updates
Streamline new hire onboardings and M&A transitions
Spot high-value planning signals like RMDs, idle cash, or overdue check-ins instantly
Benchmark operational workflows and advisor effectiveness across the entire firm
Evaluate customer conversations and turn top advisor calls into repeatable sales playbooks
Procedural playbooks and guidelines instantly searchable in natural language
Meet the Zeplyn team
Read success stories
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