# Zeplyn AI — Agentic AI for Wealth Managers > AI meeting co-pilot for financial advisors to automate note-taking. (iPhone/iPad app by DeepInsights AI Inc..) - Source: https://appshunter.io/ios/app/zeplyn-ai/id6477562929 (this page in markdown: same URL + `.md`) - Developer: [DeepInsights AI Inc.](https://appshunter.io/developer/1729718655) - Category: Finance, Productivity - Price: Free - Rating: 4.30/5 from 4 App Store ratings - Age rating: 4+ - Requires: iOS 17.0 · 14 MB - Languages: American English - Released: 2024-03-13 - Data updated: 2026-08-09 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/zeplyn-ai/id6477562929/reviews.md ## What is Zeplyn AI? Zeplyn is the only AI Meeting Co-pilot custom built for Financial Advisors! In the fast-paced world of financial advising, staying engaged with your clients while accurately capturing every critical detail during your meetings can be a daunting task. Zeplyn is here to revolutionize the way you work, leveraging advanced AI technology to automate note-taking in your client meetings, so you can focus on what matters most - delivering exceptional advice and service to your clients. The Zeplyn iOS application is a companion app to the Zeplyn web application that lets Financial Advisors run Zeplyn's note-taking technology on their iPhones. To start note-taking on your iPhones, simply open the Zeplyn app, go to Record note, select meeting type, list the attendees, and hit Start. Once your meeting is done, hit Save. That's it. Processed meeting notes can be viewed in the Zeplyn web application at https://app.zeplyn.ai. Why Zeplyn? 1. Enhance Client Engagement: Fully immerse yourself in conversations, knowing that Zeplyn has the note-taking covered. 2. Save Time: Minimize hours spent on meeting preparations and follow-ups, freeing up more time to grow your client base. 3. Peace of Mind: Benefit from a solution that understands the ins and outs of financial advisement, crafted by those who have been in your shoes. Ready to transform your client meetings? Download Zeplyn today! ## Key features - AI-powered automated note-taking - Enhanced client engagement - Time-saving meeting summaries - Companion mobile app for recording - Secure meeting data processing - Custom-built for financial advisors ## Frequently asked questions about Zeplyn AI ### What is Zeplyn.AI? Zeplyn.AI is an AI meeting co-pilot designed specifically for financial advisors. It automates note-taking during client meetings, allowing advisors to focus on client engagement and advice. ### How does Zeplyn.AI enhance client engagement? By automating the note-taking process, Zeplyn.AI allows financial advisors to fully immerse themselves in client conversations without the distraction of manual note-taking. ### How much time does Zeplyn.AI save financial advisors? Zeplyn.AI minimizes the hours typically spent on meeting preparations and follow-up notes, freeing up advisors to focus on growing their client base and providing services. ### What devices does the Zeplyn.AI app support? The Zeplyn.AI companion app is available for iPhone and iPad devices. ### Is Zeplyn.AI secure for sensitive financial information? While the description emphasizes its custom build for financial advisement, specific security protocols for sensitive data are not detailed. Processed meeting notes are viewable on the Zeplyn web application. ### How often is Zeplyn.AI updated? The latest version, 3.1.1, was released on March 13, 2024, with the last update indicated as March 3, 2026. This suggests a regular update schedule. ### What is the user rating for Zeplyn.AI? Zeplyn.AI has a perfect rating of 5.0 stars based on 3 ratings, indicating a highly positive user sentiment among its current users. ### Does Zeplyn.AI have ads? No, Zeplyn.AI does not contain advertisements. The app is free to use and does not have in-app purchases. ## Version history (last 5 releases) ### 3.1.2 — 2026-08-06 Bugfix in recording a mic meeting when the session token is expired. Check and show the login screen when starting the recording, allowing final save to succeed. ### 3.1.1 — 2026-03-03 • Reliability improvements and bug fixes ### 3.1.0 — 2025-11-09 • Reliability improvements for note upload ### 3.0.0 — 2025-10-27 • View and take notes for meetings on your calendar • View meeting prep for meetings on your calendar • View and take notes for your upcoming meetings • Reliability improvements for note upload • Now you can upload an audio file from your phone • Updates for iOS 26 ### 2.0.0 — 2025-02-03 - Reliability improvements for the note upload flow ## Apps similar to Zeplyn AI | App | Rating | Price | Category | | --- | --- | --- | --- | | [Elements App](https://appshunter.io/ios/app/elements-app/id1475518768) | 4.6 (53) | Free | Finance | | [Jump AI](https://appshunter.io/ios/app/jump-ai/id6475781425) | 4.9 (1,135) | Free | Finance | | [Advyzon](https://appshunter.io/ios/app/advyzon/id1643794448) | 3.4 (7) | Free | Finance | | [Nicolet Wealth](https://appshunter.io/ios/app/nicolet-wealth/id6461600550) | — | Free | Finance | | [Savvy Wealth](https://appshunter.io/ios/app/savvy-wealth/id6642694010) | 5.0 (7) | Free | Finance | | [FPA Publications](https://appshunter.io/ios/app/fpa-publications/id665968612) | 3.0 (15) | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-09.*