michael.pendergrass
Acronym
Zeplyn
Product ID
Zeplyn_Meeting_Assistant
Description

The most accurate AI assistant for financial advisors.

Images
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Details
  • Compliant AI note-taker for virtual, in-person, and phone meetings
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Details
  • Accurate and organized meeting notes for client and prospect calls
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Details
  • Post meeting task creation and delegation
Features

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
     
Vendors
Zeplyn
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Other
Practice Management
Ad Hoc Tags
DoubleClick Tags

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