In the wealth management industry, financial advisors face a critical challenge: spending excessive time on administrative tasks instead of focusing on client relationships and strategic advice.
Zeplyn's AI-powered Meeting Assistant transforms unstructured client conversations into highly accurate notes, capturing financial details, goals, and action items while streamlining the entire meeting process.
By automating these administrative burdens while maintaining compliance requirements, Zeplyn saves financial advisors an estimated 10-12 hours per week - time that can be better used on servicing client relationships.
Our flagship product is designed specifically for financial advisors and wealth management firms. It turns unstructured client conversations into highly accurate notes, capturing key discussion points.
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