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A better way to support your clients
and grow your wealth management firm
Agentic AI that turns every client interaction into structured intelligence, immediate follow-through, and measurable growth.
Accuracy that strengthens trust
Action that
accelerates growth
Efficiency that
expands capacity
Practice management that elevates performance
“We selected Zeplyn not just for their omnichannel note-taking capabilities but also for their long-term vision in supporting the overall client meeting process, which is the most frequent and expensive activity of an RIA.“
Trevor Chuna
"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
"We’ve also used Zeplyn Agent Nexus to extract client testimonials directly from meeting transcripts, which has been a huge value-add."
Jon Holmgren
“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
"We’ve also used Zeplyn Agent Nexus to extract client testimonials directly from meeting transcripts, which has been a huge value-add."
Steven Harp
Transcribing my notes post meeting was always about an hour of time. With Zeplyn, it has cut that time down to 10 minutes. It's ability to capture nuance and 'hear' not just what my clients were saying but also to capture the feelings that their words communicated was incredibly impressive.
Christopher Rule
