Why Zeplyn?

Greater client insights and opportunities from every conversation

With Zeplyn, you’re not just automating meeting notes and workflows.
You’re also unlocking a superior way to grow your advisory firm and serve your clients.

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The workflow intelligence platform
purpose-built for financial advisors

We’re more than an AI-powered notetaker. We’re reimagining the financial advisor experience top to bottom. Here’s what sets us apart.

Fast and industry-leading accuracy

There are never enough hours in the day, and that’s especially true for financial advisors. Manual admin work, like prepping for meetings, taking notes, and assigning post-meeting follow-up tasks, create bottlenecks in your day. With Zeplyn, your time-consuming workload goes from hours to minutes—and with the highest degree of accuracy on the market.

Save 12+hours a week on admin tasks
Experience AI-powered notes customized to your style
Log 100% of notes in CRM

Enhanced client and advisor experience

Zeplyn works across your advisor tech stack to streamline operations, freeing you up to be more present with your clients. Not only will your clients notice your undivided attention, they’ll also appreciate the elevated touches Zeplyn adds to every engagement.

Increase client face time by 50%
Decrease client follow-up time from hours to minutes
Personalize client communication at scale

Secure and compliant

The security of your client’s data matters to you—and it matters to us. Zeplyn prioritizes the safeguarding of your data above all else. Our commitment is to ensure that your information remains confidential, secure, and inviolable. We offer a robust suite of security features, and use best in class tools, software development methodologies, and operational practices to meet and exceed your security requirements.

Enjoy recording-free, structured meeting notes
Ensure compliance and client data security with our robust suite of  security features
Protect client data with the highest standards of security, verified  via SOC 2 Type II audits

“The accuracy and succinct nature of Zeplyn notes saves us time, increases efficiency and establishes a consistent note management process for our practice.”

Steven Harp
Founder and CEO, Colorado Wealth Group

“Zeplyn not only helps us as advisors, but our clients love having the meeting notes at their disposal complete with action items for both parties moving forward.”

Bob Gillooly
President, Elmwood Wealth

"Zeplyn gets it. It’s built with financial professionals in mind, with the compliance standards to back it up."

Nicole Casperson
Founder & CEO, Fintech Is Femme

"We were unable to train the other softwares to understand our firms' 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
Vice President, Sequoia Financial Group

See for yourself how we’re different from the rest

You won’t regret it.
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