security

Secure, compliant, and built for the trust your clients place in you

Zeplyn protects every conversation, insight, and action with enterprise-grade security and transparent safeguards, giving you the confidence to deliver trusted advice and protect your clients’ financial lives.

Explore the Trust Portal

Built for regulated environments.
Designed to protect clients.

Security is our foundation. We know your firm operates under strict regulatory and compliance obligations, and everything we do is built to support that reality. With rigorous privacy protections, secure AI practices, and ongoing independent oversight, Zeplyn ensures your client intelligence stays safe and remains fully aligned to your firm’s standards.

Recording-free archictecture

Zeplyn does not store meeting audio. Audio is processed in real time to generate structured notes, then immediately discarded, leaving no audio artifacts behind. For confidential discussions, off-the-record mode ensures sensitive conversations remain private. You decide what ultimately becomes part of the record.

Your data. Your policies. Your control.

Your firm decides what information is captured, synced, retained, and shared. Zeplyn is designed to align with your governance standards.

  • Built-in consent mechanisms designed to align with ADA accessibility requirements
  • Custom data retention policies
  • Automatic redaction of sensitive identifiers, including Social Security numbers
  • Firm-specific access control lists (ACLs) to manage note visibility

Client data remains your firm’s asset and is never sold, shared, or used beyond your defined scope.

Zero data retention. No training on your data.

Zeplyn has secured Zero Data Retention agreements with our AI providers, ensuring that any client data processed is immediately deleted by the AI vendor and not retained under standard 30-day storage policies.

Your data is never used to train large language models. Your firm owns its data, its intelligence, and any proprietary agents configured within your environment.

Enterprise-grade infrastructure

Security is embedded across every layer of the platform:

  • End-to-end encryption at rest and in transit
  • TLS 1.3+ securing all communications
  • Dedicated single-tenant environments available for enterprise firms
  • Archiving and WORM-compliant storage options
Controlled and compliant access

Zeplyn’s identity and access management is designed to ensure that every user and every AI agent operates strictly within defined permissions.

  • Single sign-on (SSO) and multi-factor authentication (MFA)
  • Role-based access controls and granular permissions
  • Agents operate strictly within the scope of the user’s system credentials
  • Comprehensive audit logs for compliance review

Independently verified

Zeplyn is SOC 2 Type II certified and undergoes regular third-party audits across infrastructure, software, and operational processes. Our privacy practices, incident response planning, and cyber insurance coverage are designed to support firm-level risk mitigation in real-world environments.

Ready to see secure agentic AI in action?

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Security FAQs

Does Zeplyn store or retain meeting audio?
How does Zeplyn protect sensitive personal information, such as Social Security numbers?
Does Zeplyn use my firm's data to train or improve its AI models?
How does Zeplyn encrypt data while it's stored and transmitted?
How does Zeplyn ensure that only authorized users can access sensitive client information?
Is Zeplyn SOC 2 Type II certified?
What encryption protocols does Zeplyn use to prevent interception or unauthorized access?