Zeplyn provides agentic AI software purpose-built for wealth managers to enhance client intelligence and practice efficiency. The platform captures client interactions, structures data, and automates follow-up tasks, integrating with existing wealth management tools. This results in increased advisor capacity, more context-rich client advice, and streamlined operational workflows.
Funding
$3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
LCFounders
Product
Problem
Financial advisors spend significant time on administrative tasks such as preparing for client meetings, taking notes during interactions, and manually updating CRM systems. This reduces the time available for client engagement and business development, impacting overall productivity and revenue generation. Existing solutions often fail to capture the nuances of financial planning conversations, leading to inaccurate or incomplete records.
Solution
Zeplyn is an AI-powered meeting assistant designed to automate key workflows for financial advisors, enhancing operational efficiency and client relationship management. The platform accurately captures structured meeting notes, action items, and client details during both virtual and in-person interactions. By seamlessly integrating with popular video conferencing platforms and CRM systems, Zeplyn automatically synchronizes meeting data, delegates tasks, and generates personalized follow-up emails. This enables advisors to reduce administrative overhead, improve data accuracy, and focus on delivering tailored advice and strengthening client relationships.
Target Audience
Zeplyn is designed for financial advisors, wealth management firms, and registered investment advisors (RIAs) seeking to improve operational efficiency, enhance client engagement, and ensure data compliance.
Features
- AI-powered note-taking with over 95% accuracy, specifically trained for wealth management terminology
- Real-time capture of structured meeting notes, action items, and key client details
- Integration with Zoom, Microsoft Teams, Webex, and Google Meet for virtual meeting support
- Seamless synchronization with CRM systems like Wealthbox, RedTail, and Salesforce
- Automated task delegation and progress tracking for client service teams
- Auto-generated client recaps and meeting agendas for streamlined preparation
- Secure and compliant data handling with recording-free note-taking, end-to-end encryption, and SOC 2 Type II certification
- iOS app for capturing notes during in-person meetings