Zeplyn, the AI-native workflow intelligence platform for wealth management firms, has officially announced the launch of new practice management capabilities, each one meticulously designed to improve operational efficiency and unlock growth opportunities.
According to certain reports, these new capabilities, constructed around the principles of AI, will leverage insights captured during client meetings before extending them into new workflows that, on their part, provide firms with visibility into actionable trends and streamline the client engagement experience even more. They will do so while simultaneously maintaining compliance requirements.
Talk about Zeplyn’s new features on a slightly deeper level, we begin from its Advisor Hub, which enables wealth managers to access a launchpad for every client interaction, thus supporting them in managing the entire client meeting lifecycle, including meeting preparation, in-meeting support, as well as post-meeting follow-ups and task tracking. Furthermore, the feature will ensure consistent processes firm-wide for effective practice management.
Next up, we have a facility dedicated towards aiding advanced meeting preparation. The feature in question will achieve this by automatically generating personalized, editable, and shareable meeting agendas.
Alongside that, it will deliver client summaries packaged with key details, such as personal info, financial goals, pending tasks, ongoing discussion topics, conversation starters, and more. In case that wasn’t enough, Zeplyn will also make a point to draft pre-meeting emails for clients to improve their engagement and preparedness.
Another detail worth a mention here is rooted in promise of customer meeting intelligence. This involves handing firms the flexibility to design meeting reports and checklists tailored as per various client interactions like discovery meetings, plan delivery, annual reviews, or topical client meetings. The feature will also look to standardize data capture, and therefore, ensure consistency across all practice workflows.
Joining the mix would be the availability of compliance checklists that will make it possible for users to automatically track compliance requirements during client reviews. These checklists will also be tasked with updating the corresponding client CRM records to ensure advisory teams meet their specific regulatory requirements.
“While wealth management firms have been largely cautious about AI, testing the field with low-barrier tools like note-takers, we’ve seen a significant shift,” said Era Jain, co-founder and CEO of Zeplyn. “The combination of our note-taking solution and intelligent workflows has sparked genuine interest about other critical business aspects AI can address. This demand is why we’re thrilled to launch our new practice management capabilities, purpose-built to transform and elevate how firms operate.”
Hold on, we still have a few bits left to unpack, considering we haven’t yet touched upon the potential for life event opportunities. The stated facility talks to automatically identifying key client life events from meeting discussions, such as buying a house or having a child. It also tracks related opportunities in the firm’s CRM.
Complementing that would be Zeplyn’s integration’s with Bento Engine, something which will allow for advisors to immediately receive actionable content and support them in timely advising clients during those events.
We also haven’t touched upon how Zeplyn’s latest brainchild will assist advisors in safely and securely exploring details regarding a client or past interactions. To get even more context, advisors may type a question into the search box or have the platform elaborate on a topic from a meeting note with just one click.
Rounding up highlights would be the potential for practice intelligence, which empowers CIOs, CTOs, COOs and other firm leaders to extract insights into the firm’s efficiency and client experience by quantifying ROI of advisory efforts, improving client experience, and informing firm-wide strategies.
“This strategic expansion marks the beginning of a new chapter for wealth management. With greater visibility and use of the data that matters most, firms have access to unprecedented efficiency and growth opportunities within practice management,” said Divam Jain, co-founder and CTO of Zeplyn. “For us, the possibilities don’t stop there. With input from hundreds of advisors and key industry CTOs, we are committed to delivering on our aggressive product roadmap and creating even more value for firms and their clients.”
