NEW YORK CITY – March 5, 2025 - Zeplyn, the AI-native workflow intelligence platform for wealth management firms, today announced the launch of a new suite of practice management capabilities designed to improve operational efficiency and unlock growth opportunities. Built on AI, the new features leverage insights captured during client meetings and extend them into new workflows that give firms visibility into actionable trends and streamlines the client engagement experience even more, all while maintaining compliance requirements. 

“While wealth management firms have been largely cautious about AI, testing the field with low-barrier tools like note-takers, we’ve seen a significant shift,” said Era Jain, co-founder and CEO of Zeplyn. “The combination of our note-taking solution and intelligent workflows has sparked genuine interest about other critical business aspects AI can address. This demand is why we’re thrilled to launch our new practice management capabilities, purpose-built to transform and elevate how firms operate.”

Reinforcing the company’s commitment to rebuild the wealth management experience from an AI-native perspective, the new suite introduces more than 15 new features, including:

• Advisor hub: Gives wealth managers a launchpad for every client interaction, supporting them in managing the entire client meeting lifecycle, including meeting preparation, in-meeting support, and post-meeting follow-ups and task tracking, and ensuring consistent processes firm-wide for effective practice management. 
• Advanced meeting prep: Leverages insights collected in previous client interactions to provide advisors everything they need to prepare for upcoming client meetings, including:
  
  • Automatic agendas: Automatically generates personalized, editable, and shareable meeting agendas.
  • Comprehensive client recaps: Automatically generates client summaries and includes key details such as personal info, financial goals and objectives, pending tasks, ongoing discussion topics, conversation starters, and more.
  • Pre-meeting client communication: Drafts pre-meeting emails for clients with details to improve their engagement and preparedness.

• Custom meeting intelligence: Gives firms the flexibility to design meeting reports and checklists tailored to various client interactions—discovery meetings, plan delivery, annual reviews, or topical client meetings—standardizing data capture to ensure consistency across all practice workflows.

• Compliance checklists: Automatically tracks compliance requirements during client reviews and updates the corresponding client CRM records, ensuring advisory teams meet their specific regulatory requirements.

• Life event opportunities: Automatically identifies key client life events from meeting discussions, such as buying a house or having a child, and tracks related opportunities in the firm’s CRM. Through an integration with Bento Engine, advisors immediately receive actionable content to support them in timely advising clients during those events.
• Tell me more: Allows advisors to safely and securely explore details about a client or past interactions. To get more context or insight, advisors may type a question into the search box or have the platform elaborate on a topic from a meeting note with just one click.

• Practice intelligence: Enables CIOs, CTOs, COOs and other firm leaders to glean insights into the firm’s efficiency and client experience by quantifying ROI of advisory efforts, improving client experience and informing firm-wide strategies.

“This strategic expansion marks the beginning of a new chapter for wealth management. With greater visibility and use of the data that matters most, firms have access to unprecedented efficiency and growth opportunities within practice management,” said Divam Jain, co-founder and CTO of Zeplyn. “For us, the possibilities don’t stop there. With input from hundreds of advisors and key industry CTOs, we are committed to delivering on our aggressive product roadmap and creating even more value for firms and their clients.”

To learn more about how wealth management firms can improve practice management with Zeplyn, visit zeplyn.ai. 

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ABOUT ZEPLYN

Built by former Google engineers, Zeplyn is rebuilding the wealth management experience from an AI-native perspective. Through its purpose-built workflow intelligence platform, firms are streamlining workflows and reducing manual work associated with client engagements by more than 90%. Advisors who use Zeplyn save 12+ hours a week on meeting prep, note-taking, drafting follow-up emails, creating and assigning tasks, updating the CRM while also fulfilling compliance requirements. To learn more, visit www.zeplyn.ai.

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