| domain | zeplyn.ai |
| summary | Zeplyn is an AI-powered platform designed to enhance wealth management firms by increasing advisor capacity, consistency, and client impact. It integrates with existing tools, saving advisors approximately 40 hours per month, boosting client face time by 50%, and facilitating 100 notes logged in CRM systems. As the only client intelligence platform built for financial advisors, Zeplyn utilizes secure and compliant AI to deliver accurate meeting intelligence and drive intelligent action across the firm. Trevor Chuna, CTO of Sequoia Financial Group, highlights Zeplyn’s ability to unlock more value for advisors. |
| title | Zeplyn | AI for Financial Advisors |
| description | Discover Zeplyn Meeting Assistant: Secure Wealth Management AI to streamline advisor workflows, elevate client experience and deliver personalisation at scale. |
| keywords | client, meeting, clients, notes, time, more, intelligence, details, wealth, action, click, management, tasks, emails, workflow, items, goals |
| upstreams |
|
| downstreams |
|
| nslookup | A 198.202.211.1 |
| created | 2025-11-08 |
| updated | 2026-02-02 |
| summarized | 2026-02-02 |
|
|