Capture client intelligence, execute on what matters, and grow your firm

Recording-free AI notes across virtual and in-person meetings, phone calls, and dictations.

• Captures financial details, goals, life events, and risks in real time

• Turns meetings into CRM tasks, cases, and follow-up emails in 1-click

• Built-in compliance checklists and real-time agenda prompts

• Firm-wide standardized templates, with advisor-level personalization

• Unmatched accuracy and speaker attribution in multi-participant conversations

The accuracy of Zeplyn notes increases efficiency and establishes a consistent note management process for our practice.

Steven Harp

Founder & CEO,

Get a complete view of every client from one place

Every meeting, email, and data point from across your systems—CRMs, planning tools, custodians—in one enriched profile.

• Gives a full picture of each client and household within seconds

• Creates dynamically updated relationship briefs, with every fact traceable to its source

• Merges records that would otherwise sit scattered across separate systems

We're searching for all the data that's housed in different locations and asking Zeplyn to pull it together at the right moment to deliver better service to our clients.

Janise Brooks

President

Collect client data without the paperwork

Configurable forms, tailored to your firm's process, capture exactly what you need, structured

• No manual entry: data feeds straight into CRMs, plans, or document vaults

• Flags missing fields and supports edits and managerial overrides

• Advanced integration support with customizable data mappings

Automatically sync client data

Syncs client data across your calendars, CRMs, and financial planning tools.

• Automates note entry, record updates, and case or follow-up creation

• Creates and assigns CRM tasks automatically after every meeting

• Captures once, updates everywhere, with a single click

• Real-time, bi-directional data flows keep records accurate across your full stack

Prepare for client meetings in seconds

Eliminates hours of manual digging through past interactions and records.

• Assembles a comprehensive relationship recap and agenda in seconds

• Pulls prior meetings, tasks, holdings, and plans in real time from connected systems

• Surfaces life events, open commitments, and conversation starters into one view

• Drafts talking points and exports to PDF with 1-click

• Customizable look-back period and templates, configurable by team, meeting type, or client

Ask anything about any client

One command layer for deep research: ask about a client or your whole book and get sourced answers instantly.

• Get a full client overview: household, goals, portfolio, and sourced activity

• Surface planning opportunities: liquidity events, 529s, estate, or tax

• Track held-away assets, referrals, and shifts in risk tolerance or objectives

• Take action: solve cases, export reports, build models and draft emails, from one interface

Having Zeplyn as a thought partner alongside the advisor changes how quickly they can solve complex client situations.

Janise Brooks

President

Tell Zeplyn which account to open, and it does the rest.

• Finds the right custodian form and fills it using client data from meetings, CRMs, documents

• Returns a finished draft for advisor review and submission

• Advisors can review and submit a finished form before the client meeting even ends

• Built-in human-in-the-loop steps ensure no critical action is taken without the advisor's consent

Turn any document into structured data

Turns statements, tax forms, estate documents, and brokerage paperwork into structured data and powers your downstream workflows.

• Generates instant summaries and analysis via Ask Zeplyn

• Supports all formats: PDFs, Excel files, CSVs, Word Docs, and text files

• High accuracy, human-verified structured data extraction for backoffice workflows

• Supports bulk statement processing

Create personalized emails, reports, and more

Drafts recap emails, tailored reports, proposals, and contextual responses for clients aligned to your firm's voice and standards, without sacrificing the personal details.

• Every output reflects full historical context

• Converts prospect meetings into client proposals within seconds

• Custom email templates with tone, style, and formatting per advisor

• Personalized communication at scale, with firm guardrails built in

Zeplyn has allowed me to be more present, not less. It's allowed me to be more human, not less. It's improved the relationship in ways I wouldn't have predicted.

Jennifer Bromberg

Financial Advisor

Turns one of the most paperwork-heavy moments in the business, onboarding a new advisor or integrating an acquired team, into an agentic workflow.

• Streamlines the whole process from data intake through paperwork creation and e-signature

• Human-in-the-loop design for approvals and judgment calls

• Handles more transitions and M&A without adding headcount

Turns everyday client interactions into firm-level insight.

• Surfaces high-value signals: RMDs, idle cash, Roth candidates, or overdue for a check-in

• Attaches a next best action to each

• Ask Zeplyn to surface it, in plain language, across your entire book

We've had our best three to four quarters in the history of our firm. I can't help but think that's a byproduct of the things we're doing.

Janise Brooks

President

Strengthen firm-wide performance

Gives leaders visibility into growth opportunities, workflow gaps, and advisor activity patterns.

• Surfaces client trends, coaching signals, and operational bottlenecks

• Benchmarks advisor and team effectiveness across the firm

• Standardize excellence across the firm and act on gaps

Zeplyn provides a time dividend advisors can reinvest in clients and growth, enabling us to deliver personalization at scale.

Trevor Chuna

Chief Technology Officer

Turn your best client calls into sales playbooks

Learns what your best advisors do and builds it into repeatable playbooks.

• Scores every client conversation against your firm's success criteria. Delivers coaching signals and feedback to advisors

• Lets firms calibrate the rubric to their own definition of advisor excellence

• Pulls firm-wide performance reports across any date range, advisor, or team

• Lets advisors role-play difficult conversations against AI-generated client personas for realistic feedback

Zeplyn has opened up a whole new level of advisor development that wasn't scalable before.

Jon Holmgren

COO & Partner,

Make your firm's playbook instantly searchable

Puts procedures, guidelines, and best practices in one place instead of an individual's head.

• Firm-wide knowledge base, searchable in plain language

• Encodes your procedures, guidelines, and best practices once, applied consistently

• New advisors ramp on your firm's actual playbook, not tribal knowledge