Built by former Google engineers, Zeplyn is rebuilding the wealth management experience from an AI-native perspective. Through its purpose-built workflow intelligence platform, firms are streamlining workflows and reducing manual work associated with client engagements by more than 90%. Advisors who use Zeplyn save 12+ hours a week on meeting prep, note-taking, drafting follow-up emails, creating and assigning tasks, updating the CRM while also fulfilling compliance requirements. To learn more, visit www.zeplyn.ai.