“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.”
FAQs
Have questions? We have answers.
How does Zeplyn Meeting Assistant automate note-taking?
Zeplyn Meeting Assistant automatically captures notes for both virtual and in-person meetings.
Virtual meetings: Zeplyn connects with all popular video conferencing platforms like Zoom, Microsoft Teams, Webex, and Google Meet, and joins your meetings as a “note-taker” attendee to capture notes.
In-person meetings: For in-person meetings, you can use the Zeplyn iOS app or the Zeplyn web app via your mobile browser to capture meeting notes.
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.
How accurate is Zeplyn in capturing meeting notes?
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.
How does Zeplyn ensure compliance and client data security?
Zeplyn ensures compliance and client data security with a robust suite of security features such as:
Recording free note-taking: Zeplyn discards your meeting audio as soon as meeting notes are processed. Advisors take full control of what information gets captured and sent to their CRMs and clients.
Data privacy and protection: Zeplyn ensures privacy of sensitive information by redacting data such as Social Security Numbers and never uses customer data to train its AI models.
End-to-End encryption: All data, including meeting notes and client information, is encrypted at rest and in transit, ensuring sensitive data remains secure throughout its lifecycle.
Access Control: Features like multi-factor authentication (MFA) and single sign-on (SSO) provide strong access management, ensuring that only authorized personnel can access sensitive data.
SOC2 Type II Certification: Zeplyn adheres to the highest standards of data security and operational integrity, verified through independent SOC 2 Type II audits.
Secure Communication: Transport Layer Security (TLS) 1.3 is used to secure all communications, protecting client information from interception or unauthorized access.
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.
Which software integrations does Zeplyn support?
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.
What does setup and onboarding with Zeplyn look like?
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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