Zeplyn Meeting Assistant automatically captures notes for both virtual and in-person meetings, and phone calls.

• Virtual meetings: Zeplyn connects with all popular video conferencing platforms like Zoom, Microsoft Teams, Webex, and Google Meet, and joins your meetings as a “note-taker” attendee to capture notes.
• In-person meetings: For in-person meetings, you can use the Zeplyn iOS app or the Zeplyn web app via your mobile browser to capture meeting notes.
• Phone calls: You can now link your personal or office phone nos. with your Zeplyn account and easily conference in the note-taker to join your phone calls to capture notes.

Zeplyn generates structured meeting summaries and makes them available in the Zeplyn web app within minutes of your meeting ending, ready for review and action. Advisors can also use our Meeting Assistant to record dictations and convert them into structured notes, instantly.

At Zeplyn, we’ve built the most accurate AI technology which is purpose-built for financial advisors and trained to understand the wealth management context. Zeplyn Meeting Assistant delivers post-meeting structured summaries with more than 95% accuracy, making it a highly reliable tool for documenting client interactions. When you take notes with Zeplyn, you can rest assured that all your financial data, client details, and tasks will be captured in a coherent and succinct way.

Zeplyn supports out-of-the-box integrations with a variety of platforms, including video conferencing services like Zoom, Microsoft Teams, Webex, and Google Meet; CRMs such as Wealthbox, RedTail, and Salesforce; Google and Outlook calendars; and file-sharing services like ShareFile. For custom integration requests, please contact us with your requirements and we’ll be happy to work with you.

Getting started with Zeplyn is quick and easy. Firms can be up and running in just a few minutes with our out-of-the-box integrations. After logging in, simply navigate to the settings page to connect Zeplyn with your calendar and CRM of choice. Once integrated, Zeplyn will automatically synchronize your meetings and client data. After each meeting, advisors can review and edit notes and tasks in Zeplyn, and with a single click, sync them back to their CRM contacts and households.

To ensure a smooth onboarding experience, our Customer Success team offers 1:1 training sessions and platform walkthroughs. If your firm has any custom CRM integration needs, we’ll assist in setting it up as part of the onboarding process.