Zeplyn is an AI assistant designed for financial advisors, aiming to streamline workflows and enhance client experiences. Key features include:
- Meeting Intelligence: Captures real-time, structured meeting notes and action items during client interactions.
- Workflow Automation: Syncs notes and delegates tasks to CRM systems with a single click.
- Client Engagement: Drafts personalized email recaps for clients.
- Client Intelligence: Simplifies meeting preparation with auto-generated client recaps and agendas.
- Security: Offers recording-free note-taking, end-to-end encryption, and PII protection.
Zeplyn integrates with tools like Salesforce, Wealthbox, Gmail, Outlook, Google Calendar, Zoom, and Microsoft Teams. It targets financial advisors looking to save time on administrative tasks, improve data compliance, and strengthen client relationships.
