Shypd.aiThe largest open index of AI toolsZeplyn is an AI Agents & Automation tool that empowers wealth managers with agentic AI to streamline workflows. It captures meeting notes, researches clients, identifies opportunities, and automates tasks.
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Zeplyn is an agentic AI platform specifically designed for wealth managers, offering a comprehensive suite of tools to enhance client interactions and operational efficiency. It provides secure, recording-free meeting intelligence, capturing structured notes and action items during virtual or in-person client meetings. The platform automates workflows by syncing notes and delegating tasks to CRMs with a single click, and it can quickly draft personalized follow-up emails. Zeplyn also simplifies meeting preparation by generating smart client recaps and agendas, gathering financial goals, action item statuses, and conversation starters. Built with high security standards, including end-to-end encryption and PII protection, Zeplyn aims to save advisors over 12 hours a week on administrative tasks, allowing them to focus on client service and firm growth.
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Freemium · Paid
Not publicly disclosed. Check zeplyn.ai for current pricing.
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