US-based wealth management company Zeplyn has launched a new suite of AI-driven practice management capabilities, customised for wealth management firms.
The new suite aims to enhance operational efficiency and unlock growth potential while ensuring compliance.
It introduces more than 15 features, including an advisor hub that supports wealth managers in managing client interactions.
The suite’s intelligent workflow features provide actionable insights from previous interactions and simplify client engagement.
It supports preparation, in-meeting support, post-meeting follow-ups, and task tracking, ensuring consistent processes across the firm for effective practice management.
Also, its advanced meeting preparation features use insights to provide advisors with automatic agendas, client recaps, and pre-meeting client communication.
The functionalities aim to enhance client engagement and preparedness, providing personalised and shareable meeting agendas and summaries.
Zeplyn co-founder and CEO Era Jain said: “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.
“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.”
The suite’s custom meeting intelligence feature allows firms to design tailored meeting reports and checklists, standardising data capture for various client interactions.
It ensures consistency across practice workflows, from discovery meetings to annual reviews, enhancing the overall client experience.
The compliance checklist feature enables automatic updating during client reviews, ensuring regulatory requirements are met and client CRM records are current.
It supports advisory teams in maintaining compliance with specific regulations, a critical aspect of wealth management.
The platform also identifies key client life events, such as purchasing a home or having a child, tracking related opportunities in the firm’s CRM.
Through integration with Bento Engine, advisors receive timely, actionable content to better support clients during these significant events.
The “Tell me more” feature allows advisors to explore client details or past interactions securely, by typing a question or clicking on a topic from meeting notes.
The new practice intelligence tools enable business leaders like CIOs, CTOs, and COOs to assess the firm’s efficiency and client experience.
