Zeplyn

Zeplyn specializes in providing generative AI-powered products designed to optimize the intricate workflows of advisory firms, including Registered Investment Advisors (RIAs), Broker Dealers, and Private Wealth Banks. The company focuses on enhancing client engagement and strengthening relationships through its meeting intelligence technology, which automatically synthesizes structured notes and action items from both virtual and in-person client meetings. This allows advisors to concentrate on relationship building while ensuring no client detail is overlooked. Zeplyn's post-meeting workflow automation significantly reduces client follow-up time from days to minutes, offering a substantial efficiency boost. The company leverages the extensive experience of its founders, former Google engineers with a combined 25 years in software development and AI product creation, to deliver enterprise-grade AI solutions. Zeplyn operates in the financial services market, targeting firms that prioritize relationship-driven services. Its business model revolves around providing AI tools that streamline operations and enhance service delivery, thereby generating revenue through product subscriptions or service fees. Keywords: generative AI, advisory firms, client engagement, meeting intelligence, workflow automation, financial services, RIAs, Broker Dealers, Private Wealth Banks, enterprise-grade AI.