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Advise with clarity, execute with confidence, and scale your firm with precision
Zeplyn delivers agentic AI for wealth managers, capturing conversations, unifying client intelligence, automating workflows, and strengthening firm-wide performance.
From meeting to follow-through to leadership insight, every interaction is maximized to move your firm forward.
Zeplyn powers intelligent action across your entire firm
Turn intelligence into action
Accelerate time-to-value for every client interaction. Zeplyn Agent Nexus connects your meetings, CRM data, email, custodial feeds, and documents into a unified execution engine that updates records, assigns tasks, drafts follow-ups, and identifies opportunities automatically. Work advances instantly, without friction or manual re-entry.
Never miss the
important client details
Capture every critical signal in real time. Zeplyn generates structured notes and action items during virtual, phone, or in-person meetings, documenting financial details, investment goals, life events, risks, and personal preferences with the highest degree of accuracy. Our built-in (and customizable) compliance checklists and real-time agenda prompts ensure you cover key topics and stay focused on the conversation while Zeplyn handles the rest.
Simplify meeting prep and client research
Say goodbye to time-consuming, manual preparation before every client interaction. Zeplyn assembles dynamic recaps and smart agendas by pulling together key information from across prior conversations, CRM records, custodial data, open tasks, and surfaced life events into one contextual view, helping you walk into every meeting with full context and confidence.
Automatically sync client data and delegate tasks
Forget about manually entering your notes or assigning action items. Zeplyn syncs structured client data across your wealthtech, including CRM records and financial planning tools, creates and assigns tasks, logs updates, and tracks progress across the entire client service team, ensuring nothing falls through the cracks.
Create personalized emails, reports, and more
Follow up faster without sacrificing the personal details. Zeplyn drafts recap emails, tailored reports, proposals, and contextual responses aligned to your firm’s voice and standards. Every output reflects full historical context and can be customized before sending, enabling personalized communication at scale.
Spot opportunities and strengthen firmwide performance
Turn client interactions into firm-level insights. Zeplyn’s Practice Insights dashboard surfaces growth opportunities, recurring life events, workflow gaps, advisor performance patterns across the organization, and more. Leaders gain visibility into actionable trends, coaching signals, and operational bottlenecks, empowering smarter decisions and standardized excellence.
Stay on the cutting-edge
with secure AI
Protect every conversation and client record with security designed specifically for wealth management. Zeplyn uses recording-free architecture, end-to-end encryption, strict PII protection with automatic SSN redaction, built-in consent mechanisms, and role-based access controls. Wealth managers remain in the loop, reviewing notes before they sync, ensuring compliance, governance, and control through every step of the process.
Ready to see agentic AI in action at your firm?
What our customers say
“We had tried two other AI software solutions that were supposedly the best in the industry. Then, we tried Zeplyn. I was amazed at how accurate and organized their notes were.”
Brian Nikulski
Nikulski Financial
"We were unable to train the other software to understand our firm's acronyms and summarize the complexity of financial planning conversations. I did not think AI was anywhere close to being able to do it, until we found Zeplyn."
Laura Kiick
“It is improving the relationship in ways that I don't know that I would've predicted. Zeplyn has allowed me to be more present, not less. It’s allowed me to be more human, not less.”
Jennifer Bromberg
Financial Reserve
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