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Zeplyn.AI is an AI for wealth managers tool that streamlines advisor workflows and elevates client experience. It provides secure AI to capture meeting notes, research clients, and automate tasks.
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About
Zeplyn.AI is an AI meeting assistant specifically designed for wealth managers, offering a secure platform to streamline advisor workflows and enhance client engagement. It automates real-time note-taking during virtual or in-person client interactions, ensuring accuracy and completeness without recording. Key features include meeting intelligence to capture financial details and goals, workflow automation to sync notes and delegate tasks to CRMs, and client engagement tools for drafting personalized follow-up emails. Zeplyn also simplifies meeting preparation with auto-generated smart client recaps and agendas, helping advisors focus on building relationships and delivering personalized service at scale. It is built with high security standards, including end-to-end encryption and PII protection.
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Pricing & Plans
Freemium · Paid
Free
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