Zeplyn Expands AI Platform for Wealth Management Firms

March 05, 2025
Zeplyn has launched a new suite of AI-driven practice management capabilities for wealth management firms, enhancing operational efficiency and client engagement.

Zeplyn has unveiled an expanded AI platform with a new suite of practice management capabilities designed for wealth management firms, announced in a press release. The platform introduces over 15 new features aimed at improving operational efficiency and unlocking growth opportunities.

Key features include an Advisor Hub, which supports wealth managers in managing the entire client meeting lifecycle, and Advanced Meeting Prep, which leverages insights from previous interactions to prepare advisors for upcoming meetings. The platform also offers automatic agenda generation, comprehensive client recaps, and pre-meeting client communication tools.

Additionally, Zeplyn's new capabilities include compliance checklists that automatically track regulatory requirements and life event opportunities that identify key client life events from discussions. These features are designed to streamline workflows and enhance client engagement while maintaining compliance.

Zeplyn's co-founders, Era Jain and Divam Jain, emphasized the strategic expansion as a transformative step for wealth management, providing firms with unprecedented efficiency and growth opportunities through AI-driven practice management solutions.

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