Zeplyn

Get ready to experience our NEW practice management capabilities! ?? Today we launched a suite of capabilities designed to drive efficiency and improve the client experience—even more. With this new suite, advisors and firms can now leverage client insights, extend them into new workflows, and unlock even more growth opportunities. Wealth management teams can now: ? Leverage insights collected in previous client interactions to automate client meeting prep ? Track compliance requirements during client reviews and auto-update the CRM ? Dive deeper into client data to get more context about a client or past interaction ? Get insights into the firm’s efficiency and client experience by quantifying ROI of advisory efforts ? and more! Check out the press release to learn more: https://lnkd.in/gJyQMHgB

We just wrapped up an amazing week at T3 Technology Conference! ?? It's always great meeting up with our customers and getting to connect with so many of you in person. A special thank you to Janise Brooks, MBA, Trevor R Chuna, CFP?, AEP?, CTFA, MSFS, and Kabir Sethi for joining us on stage and helping us unveil our new practice management capabilities. This is going to be a big year for AI and wealth management. Here we go!

It’s great to be at T3 in Dallas, TX this week. Lots of AI sessions, including Era Jain of Zeplyn and her panel of Janise Brooks, MBA and Sequoia Financial Group’s own Trevor R Chuna, CFP?, AEP?, CTFA, MSFS. Where will AI take your firm this year? #T32025

Our incredible customers Trevor R Chuna, CFP?, AEP?, CTFA, MSFS SVP and CTO of Sequoia Financial Group and Janise Brooks, MBA President of Pax Financial Group took the stage at T3 with our Co-Founder and CEO Era Jain to discuss their strategies for integrating AI into their wealth management practices—and the conversation was both insightful and inspiring! ICYMI - Check out this Financial Planning article by Rob Burgess to see a bit of what was shared → https://lnkd.in/gcC9yAJP

Will AI help or hinder next-gen advisors? ?? Our take: AI can enable young advisors to do more high-value activities. With AI... "Now the junior advisor has more time to actually engage with the client in the meeting. In my opinion, that's a much bigger enabler in terms of them learning and making their way up."?—Era Jain, Zeplyn Co-founder and CEO We want to know what you think. Check out this recent InvestmentNews article by Leo Almazora and let us know your thoughts. → https://lnkd.in/eKYvy2G4

Join us tomorrow as we go live with Wealthbox and Bento Engine to discuss how to unlock growth opportunities by timely identifying life events and giving your clients and prospects relevant and actionable advice. Sign up here → https://lnkd.in/gytBGGm6

?? "I've had the honor of leading some of the most forward-looking technology strategies in wealth management, and it's clear to me that Zeplyn is redefining the entire industry experience." Check out the full article by Davis Janowski in WealthManagement.com → https://lnkd.in/ggkAwdaZ

Please join us in welcoming wealth tech executive Kabir Sethi to our board! With a distinguished 20-year career in wealth tech, Kabir has played an instrumental role in shaping the financial services industry. We are excited to have his insight and guidance as we continue to reimagine the wealth management experience from an AI-native perspective.

Our team is growing! Here's your chance to advance your Account Executive career alongside seasoned professionals from leading tech giants like Google and top wealth management firms like Merrill Lynch and LPL financial. Visit our careers to learn and apply for this and other roles → https://lnkd.in/g69ArcDy

?? Mark your calendars and save your seat! We're joining up with Wealthbox and Bento Engine for a live conversation all about how to scale client and prospect engagement by delivering relevant, timely, actionable advice. You won't want to miss these insights and strategies. Reserve your spot here → https://lnkd.in/gytBGGm6