Stay on the cutting-edge with secure AI
Get accurate and contextually relevant meeting intelligence by bringing AI designed specifically for wealth managers into your workflow. Built with the highest security standards, including recording-free note-taking, end-to-end encryption, built-in consent mechanism, strict PII protection, and more, your clients' data is always protected.

Never miss the important client details
Seamlessly capture real-time, structured meeting notes and action items during virtual, phone, or in-person client interactions, ensuring accuracy and completeness. With Zeplyn, you’ll quickly document your clients' key financial details, investment goals, life events, personal preferences, and more—so you can focus on building and nurturing your relationships.

Automatically sync notes and delegate tasks
Send meeting notes and tasks to your CRM in just one click. It’s that easy. With that one click, you can log and share all the key details from your client meeting and immediately equip your client service team with prioritized next steps and track progress.

Create personalized emails, reports, and more
Reduce your follow-up time from days to minutes. Zeplyn will summarize your latest interaction, answer questions, and produce the personalized materials you need—from recap emails to tailored reports. With your client context already organized, Zeplyn keeps every artifact consistent and customizable.

Simplify meeting prep and client research
Say goodbye to time-consuming meeting prep and client research. Zeplyn’s smart client recaps and meeting agendas do all the heavy lifting for you. Zeplyn gathers all the details you need—your client’s financial goals, status of action items, topics to discuss, conversation starters, and more—and places them right at your fingertips.