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Compliant AI note-taker for virtual, in-person, and phone meetings
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Accurate and organized meeting notes for client and prospect calls
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Post meeting task creation and delegation
Product Description
About this Product
The most accurate AI assistant for financial advisors:
- Smart meeting prep with client recaps
- Accurate meeting summaries with recording-fee note taking
- Post-meeting actions: task creation, follow-ups, CRM updates
About Zeplyn
Built by former Google engineers, Zeplyn is an AI-native workflow automation platform purpose-built for Financial Advisors to streamline their client, mid, and back-office workflows, reducing the manual admin work. Our flagship product, Zeplyn Meeting Assistant, saves advisors 10+ hours per week by automating tasks across the prospect/client meeting lifecycle: preparation, note-taking, follow-ups, task management, and updating systems of record.
Zeplyn increases operational efficiency for wealth management firms by providing a time-dividend to advisors that they can reinvest in client relationships and business growth. By capturing accurate notes and automatically updating CRM systems, firms ensure compliance while reducing overhead. Zeplyn enables firms to implement and scale best practices, and deliver enhanced client experiences, transforming how advisors manage their workflows and build value for clients.
Product Details
More info about us
Category
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.