Security Page

Built for regulated environments.
Designed to protect clients.

Built for regulated environments. Designed to protect clients.

Security is our foundation. We know your firm operates under strict regulatory and compliance obligations, and everything we do is built to support that reality. With rigorous privacy protections, secure AI practices, and ongoing independent oversight, Zeplyn ensures your client intelligence stays safe and remains fully aligned to your firm’s standards.

Security FAQs

Does Zeplyn store or retain meeting audio?

Zeplyn discards your meeting audio as soon as meeting notes are processed. Wealth managers take full control of what information gets captured and sent to their CRMs and clients.

How does Zeplyn protect sensitive personal information, such as Social Security numbers?

Zeplyn ensures privacy of sensitive information by redacting data such as Social Security numbers.

Does Zeplyn use my firm’s data to train or improve its AI models?

No. Zeplyn never uses customer data to train its AI models.

How does Zeplyn encrypt data while it’s stored and transmitted?

All data, including meeting notes and client information, is encrypted at rest and in transit, ensuring sensitive data remains secure throughout its lifecycle.

How does Zeplyn ensure that only authorized users can access sensitive client information?

Features like multi-factor authentication (MFA) and single sign-on (SSO) provide strong access management, ensuring that only authorized personnel can access sensitive data.

Is Zeplyn SOC 2 Type II certified?

Yes. Zeplyn adheres to the highest standards of data security and operational integrity, verified through independent SOC 2 Type II audits.

What encryption protocols does Zeplyn use to prevent interception or unauthorized access?

Transport Layer Security (TLS) 1.3 is used to secure all communications, protecting client information from interception or unauthorized access.

SECURITY & COMPLIANCE