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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
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nslookup	A 198.202.211.1
created	2025-11-08
updated	2026-02-02
summarized	2026-02-02