Zeplyn.AI
Copilot for Financial Advisors
About
This AI-powered tool automates note-taking during client meetings for financial advisors. It allows advisors to fully engage with clients while ensuring all critical details are captured and processed. The companion mobile app enables on-the-go recording and management of meeting notes.
What's New in Zeplyn.AI
3.1.1
March 3, 2026
• Reliability improvements and bug fixes
FAQ
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.
