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“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.”
“Transcribing my notes post meeting was always about an hour of time. Zeplyn cuts that time down to 10 minutes. Its ability to capture nuance and 'hear' not just what my clients are saying but also to capture the feelings that their words communicated was incredibly
impressive.”
“We had tried two other AI software solutions that were supposedly the best in the industry. There was an extreme amount of frustration because neither one of the AI applications could capture a real-life conversation with clients to identify meaningful and relevant details of the meetings. Then, we tried Zeplyn. I was amazed at how accurate and organized their notes were. My confidence in AI has been restored!”
“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 has allowed us to maintain an intense focus on our clients during meetings without having to pause and write down notes. Zeplyn not only helps us as advisors, but our clients love having the meeting notes at their disposal complete with action items for both parties moving forward.”
Elevate operational efficiency and strengthen client relationships
Zeplyn Meeting Assistant automatically captures notes for both virtual and in-person meetings.
Zeplyn generates structured meeting summaries and makes them available in the Zeplyn web app within minutes of your meeting ending, ready for review and action. Advisors can also use our Meeting Assistant to record dictations and convert them into structured notes, instantly.
At Zeplyn, we’ve built the most accurate AI technology which is purpose-built for financial advisors and trained to understand the wealth management context. Zeplyn Meeting Assistant delivers post-meeting structured summaries with more than 95% accuracy, making it a highly reliable tool for documenting client interactions. When you take notes with Zeplyn, you can rest assured that all your financial data, client details, and tasks will be captured in a coherent and succinct way.
Zeplyn ensures compliance and client data security with a robust suite of security features such as:
Zeplyn conducts regular independent audits of both its software and operational processes to ensure continuous compliance with security standards, consistently updates its privacy incident response plan, and offers comprehensive cyber insurance coverage. We're committed to working with your compliance teams to ensure that we meet all security requirements at your firm. Learn more at our trust portal.
Zeplyn supports out-of-the-box integrations with a variety of platforms, including video conferencing services like Zoom, Microsoft Teams, Webex, and Google Meet; CRMs such as Wealthbox, RedTail, and Salesforce; Google and Outlook calendars; and file-sharing services like ShareFile. For custom integration requests, please contact us with your requirements and we’ll be happy to work with you.
Getting started with Zeplyn is quick and easy. Firms can be up and running in just a few minutes with our out-of-the-box integrations. After logging in, simply navigate to the settings page to connect Zeplyn with your calendar and CRM of choice. Once integrated, Zeplyn will automatically synchronize your meetings and client data. After each meeting, advisors can review and edit notes and tasks in Zeplyn, and with a single click, sync them back to their CRM contacts and households.
To ensure a smooth onboarding experience, our Customer Success team offers 1:1 training sessions and platform walkthroughs. If your firm has any custom CRM integration needs, we’ll assist in setting it up as part of the onboarding process.
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