Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Founded by former Google engineers, Zeplyn is rebuilding the Wealth Management experience from an AI-native lens. Our Agentic AI Assistant automates the manual tasks across client acquisition, onboarding, and relationship management workflows, freeing financial advisors to invest time where they’ll earn highest returns: building relationships and scaling their business. Our flagship product, Zeplyn Meeting Assistant, reduces manual work associated with client engagements by more than 90%, saving advisors 12+ hrs/week, empowering personalization at scale.

How they describe their product/innovation: Zeplyn Meeting Assistant is a compliant and secure Agentic AI technology that captures client interactions across video, in-person, or phone calls, and converts them real-time into structured data with unparalleled accuracy. It also automates data entry into CRMs and powers additional workflows, such as auto-drafting personalized emails, equipping client service teams with prioritized next steps, summarizing data into client recaps and meeting prep, and surfacing client and advisory trends and insights, empowering firms to optimize practice management.

Product distribution strategy: Direct to Business (B2B), Through other fintech companies and platforms

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Era Jain (CEO & Co-Founder), [email protected]
Press: Mariangel Babbel (Head of Marketing), [email protected]