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Advise with clarity, execute with confidence, and scale your firm with precision
Zeplyn delivers agentic AI for wealth managers, capturing conversations, unifying client intelligence, automating workflows, and strengthening firm-wide performance.
From meeting to follow-through to leadership insight, every interaction is maximized to move your firm forward.
Never miss the
important client details
Seamlessly capture real-time, structured meeting notes and action items during virtual, phone, 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.
Simplify meeting prep and client research
Say goodbye to time-consuming, manual preparation before every client interaction. Zeplyn assembles dynamic recaps and smart agendas by pulling together key information from across prior conversations, CRM records, custodial data, open tasks, and surfaced life events into one contextual view, helping you walk into every meeting with full context and confidence.
Automatically sync notes and delegate tasks
Forget about manually entering your notes or assigning action items. Zeplyn syncs structured notes to your CRM, creates and assigns tasks, logs updates, and tracks progress across the entire client service teams, ensuring nothing falls through the cracks.
Create personalized emails, repots, and more
Follow-up faster without sacrificing the personal details. Zeplyn drafts recap emails, tailored reports, proposals, and contextual responses aligned to your firm’s voice and standards. Every output reflects full historical context and can be customized before sending, enabling personalized communication at scale.
Stay on the cutting-edge
with secure AI
Protect every conversation and client record with security designed specifically for wealth management. Zeplyn uses recording-free architecture, end-to-end encryption, strict PII protection with automatic SSN redaction, built-in consent mechanisms, and role-based access controls. Wealth managers remain in the loop, reviewing notes before they sync, ensuring compliance, governance, and control through every step of the process.
What our customers say
“We had tried two other AI software solutions that were supposedly the best in the industry. Then, we tried Zeplyn. I was amazed at how accurate and organized their notes were.”
Brian Nikulski
"We were unable to train the other software to understand our firm's acronyms and summarize the complexity of financial planning conversations. I did not think AI was anywhere close to being able to do it, until we found Zeplyn."
Laura Kiick
“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.“
Trevor Chuna
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