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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.
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.
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 firm decides what information is captured, synced, retained, and shared. Zeplyn is designed to align with your governance standards.
Client data remains your firm’s asset and is never sold, shared, or used beyond your defined scope.
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.
Security is embedded across every layer of the platform:
Zeplyn’s identity and access management is designed to ensure that every user and every AI agent operates strictly within defined permissions.
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.
Security FAQs
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