Customers

SUCCESS STORY

How Sequoia Financial Group uses Zeplyn to reclaim advisor time and build a foundation for AI-driven growth

Choosing Zeplyn was part of a broader, long-term strategy centered on using AI to enhance advisor effectiveness without sacrificing trust or human connection.

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Testimonials

What our customers say

“Zeplyn has figured out AI-enabled note-taking for financial planning. They cater to the nuances and technicalities of the wealth management industry, and it shows. 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 & CEO,
Colorado Wealth Group

“This was the one time I saw my firm jump from ‘What is this?’ to ‘We can’t live without it’—within a two-week period. We usually take years to vet software, and this one was a total game-changer for us.”

Jennifer Bromberg

Financial Advisor,
Financial Reserve

"We’ve already started leveraging Zeplyn beyond individual meetings by incorporating a client sentiment score into our firm dashboards. This has been incredibly helpful in understanding client tone, patterns, and feedback across the business, not just anecdotal impressions."

Jon Holmgren

COO & Partner,
Freedom Financial Partners

Trusted by forward-thinking wealth management firms

When intelligence turns into action, the results are clear.

12+ hours reclaimed per advisor, weekly

Same-day follow-ups clients value

Deeper presence during pivotal life events

Compounding advisor productivity gains

Higher client satisfaction and loyalty

Foundation for AI-powered firm growth

How Sequoia Financial Group uses Zeplyn to reclaim advisor time and build a foundation for AI-driven growth

What our customers say

Ready to see what Zeplyn can do for your firm?