Purpose-built for wealth managers, Zeplyn streamlines advisor workflows, reducing time-consuming tasks from hours to minutes with unparalleled accuracy. It also surfaces client and advisory trends and insights, empowering firms to optimize practice management.

Wealth management firms often turn to Zeplyn in search of an AI-notetaker—and stay for the accuracy and value delivered through its platform. Sequoia Financial CTO had this to say:

“We selected Zeplyn not just for their omni-channel note-taking capabilities but also for their long-term vision in supporting the over-all client meeting process—which is the most frequent and expensive activity of an RIA.

“Zeplyn enhances our ability to deliver personalization at scale by providing a time dividend advisors can reinvest in client service and growth. Advisors have gone out of their way to praise the accuracy of the notes generated and the efficiency they’ve gained. Many state time savings of 30-60+ minutes on meeting follow-up activities.”