Plans for RIAs & broker dealers at every stage of growth

“We selected Zeplyn not just for their omnichannel note-taking capabilities but also for their long-term vision in supporting the overall client meeting process, which is the most frequent and expensive activity of an RIA.“

"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." 

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

Transcribing my notes post meeting was always about an hour of time. With Zeplyn, it has cut that time down to 10 minutes. It's ability to capture nuance and 'hear' not just what my clients were saying but also to capture the feelings that their words communicated was incredibly impressive.