Zeplyn, the AI-native workflow intelligence platform for wealth management firms, has launched a new suite of AI-powered practice management capabilities designed to enhance operational efficiency and unlock new growth opportunities. By extending insights captured during client meetings into intelligent workflows, these new features give firms greater visibility into actionable trends while ensuring compliance and streamlining client engagement.

“While wealth management firms have been cautious about AI, we've seen a major shift,” said Era Jain, Co-Founder and CEO of Zeplyn. “Our note-taking and workflow solutions have sparked interest in how AI can further optimize business operations. This demand is why we’re thrilled to introduce our new practice management suite, purpose-built to elevate how firms operate.”

The suite introduces over 15 new features, including:

• Advisor Hub – A centralized platform for managing the entire client meeting lifecycle, from preparation to follow-ups, ensuring firm-wide process consistency.
• Advanced Meeting Prep – AI-driven tools that automate agendas, generate client recaps, and draft pre-meeting communications, enabling personalized client interactions.
• Compliance Checklists – Automated compliance tracking that updates CRM records to ensure regulatory adherence.
• Life Event Opportunities – AI identifies key life events from meeting discussions and integrates with Bento Engine to provide actionable insights for timely client engagement.
• Practice Intelligence – Enables CIOs, CTOs, and COOs to measure firm-wide efficiency and quantify the ROI of advisory efforts.
• "Tell Me More" AI Search – A secure, AI-powered tool that allows advisors to instantly retrieve client insights and past interactions with a simple query.

“This launch marks a pivotal moment for wealth management,” said Divam Jain, Co-Founder and CTO of Zeplyn. “With greater visibility into key data, firms can achieve new levels of efficiency and growth. And this is just the beginning—we’re committed to expanding our AI-driven capabilities to deliver even greater value for firms and their clients.”