Why Zeplyn?

Greater client insights and opportunities from every interaction

With Zeplyn, you’re not just capturing notes and automating workflows. You’re also moving straight into action, unlocking a superior way to grow your wealth management firm and serve your clients.

Book a demo

Built for the way modern
wealth management firms operate

Zeplyn is reimagining the wealth management experience top to bottom as we bring agentic AI to every part of the firm. Here’s what sets us apart.

Book a demo

Industry-leading accuracy that reduces hours of work to minutes

Wealth managers don’t have time to sift through fragmented details, prep meetings manually, or spend hours stitching together follow-up emails or reports. Zeplyn automates this time-consuming work with unmatched precision, reducing complex, multi-step workflows to minutes of fast, accurate execution.

The impact:
Save 12+ hours each week per wealth manager on admin work
Get meeting notes, reports, and responses customized to your style
Log 100% of meeting details in your CRM

Elevated experiences for clients and the teams who serve them

When wealth managers have clearer context and less friction, clients feel it. Zeplyn brings your tech stack, conversations, and client history together so every interaction is more personal, more timely, and more strategic. Wealth managers show up prepared, and clients feel supported.

The impact:
Increase client face time by 50%
Reduce research and follow-up time from hours to minutes
Deliver personalized communication at scale

Enterprise-grade security and compliance for wealth management

Your clients trust you with their financial lives, and that matters to you—and to us. Zeplyn protects that trust with rigorous safeguards designed for the regulatory and data-sensitivity needs of wealth management, keeping your data confidential, secure, and inviolable. We offer a robust suite of security features and use best-in-class tools, software development methodologies, and operational practices to meet and exceed your security requirements

The impact:
Capture recording-free, structured meeting notes
Strengthen compliance with built-in protections and auditability
Rely on SOC 2 Type II–verified security standards

“The accuracy and succinct nature of Zeplyn notes saves us time, increases efficiency and establishes a consistent note management process for our practice.”

Steven Harp
Founder and CEO, Colorado Wealth Group

“Zeplyn not only helps us as advisors, but our clients love having the meeting notes at their disposal complete with action items for both parties moving forward.”

Bob Gillooly
President, Elmwood Wealth

"Zeplyn gets it. It’s built with financial professionals in mind, with the compliance standards to back it up."

Nicole Casperson
Founder & CEO, Fintech Is Femme

"We were unable to train the other softwares to understand our firms' 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."

Laura Kiick
Vice President, Sequoia Financial Group

See for yourself how we’re different from the rest

You won't regret it.

Start free trial
PLATFORM
Why Zeplyn?SecurityPricing
COMPANY
AboutCareersContact us
CONNECT
New York, NY
Copyright © 2025 DeepInsights AI Inc.
SOC 2 Type 2 Certified
Privacy policy
Terms of service
Trust portal