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Zeplyn

AI assistant for wealth management advisors

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About Zeplyn

Zeplyn offers an AI assistant that records and summarizes client meetings and automates follow-up notes and CRM updates for financial advisory firms.

Common use cases

  • Advisor meeting notes
  • CRM data entry automation

Products and services

Zeplyn assistant

Meeting notes, summaries and CRM updates for advisors

Key features

  • Meeting transcription
  • Auto-generated notes
  • CRM updates
  • Follow-up tasks
  • Compliance records

Integrations

  • Salesforce
  • Redtail
  • Wealthbox

Zeplyn alternatives

  • Jump
  • Zocks
  • Finmate
  • Nuance DAX

FAQs

Who is it for?

Wealth management firms.

What does it automate?

Notes and CRM updates.

Is it SaaS?

Yes.

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