Built for everyone who touches the client
Pre-built, pre-tested, and pre-governed agents for every role in your firm. Find the outcomes that matter to you, and see how they add up across the firm
Grow the firm without growing the back office
Growth is the only number that matters, and most of it is already sitting in your book.
What gets in the way
Opportunities and referrals surface too late, or never
Every new headcount adds operational drag instead of leverage
Firm intelligence lives in advisors' heads, not the firm's
How Zeplyn helps
Surfaces new AUM opportunities across every existing relationship
Turns what top advisors do into firm-wide playbooks
Reclaims capacity worth $10M+ a year ($150/hr blended rate, 100+ advisors)
Makes firm-wide performance visible and actionable for leaders
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.
Modernize in place, no rip-and-replace.
An orchestration layer above the systems you already run, not another silo to integrate and maintain.
What gets in the way
Every new tool is another connector to build and maintain
Internal builds create permanent engineering and governance burden
Stitched-together suites can't deliver AI-native execution
How Zeplyn helps
Open APIs and MCP; deploy single-tenant, BYOC, or headless
MDM reconciles your systems into one source of truth
Pre-governed and production-hardened, so you deploy in months
Agent cost optimization keeps spend defensible as usage scales
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.
Move work from intake to done
The gap between a client conversation and completed work is where firms lose days.
What gets in the way
Client data re-keyed across systems, introducing errors
Incomplete forms stretch account opening into days
Tasks scatter across people and tools without owners
How Zeplyn helps
Account opening drafted and ready to submit during the meeting
Structured data syncs across CRMs and planning tools automatically
Every task created, assigned, and tracked through to done
Advisor transitions and onboarding run as one guided workflow
The vision behind Zeplyn is exactly what we were hoping for, and the early results have us genuinely excited about how it will shape coaching, client experience, and firm-wide insight going forward.
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Adopt AI without giving up control
AI in a regulated firm has to clear a higher bar. Zeplyn was engineered for that from the start.
What gets in the way
AI that acts autonomously, with no review or trail
Inconsistent documentation creates recordkeeping exposure
Sensitive client data moving through AI without controls
How Zeplyn helps
Human-in-the-loop review before anything reaches a system of record
Recording-free capture, PII redaction, and zero data retention
Full audit trail on every agent action, traceable to source
Hallucination guardrails and continuous evaluation on every output
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.
Let the busywork run itself
You didn't get into this work to do data entry.
What gets in the way
The hour after every meeting spent writing notes
Prep means digging through notes, emails, and statements
Follow-up gets written days later, or not at all
How Zeplyn helps
Meeting prep assembled before you walk in the room
Structured notes captured without a recorder on the table
Follow-up emails drafted in your voice, ready to send
Ask anything about any client and get sourced answers
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.
