Wealthbox + Zeplyn

Modern CRM integrated with AI-powered meeting management

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Overview

Zeplyn is an AI assistant that automates administrative meeting tasks including note-taking and task management to enhance advisor efficiency and boost client engagement. With the Zeplyn integration, advisors can sync all key details, meeting notes, and prioritize next steps from their client meetings directly into their Wealthbox account.

Zeplyn captures meeting notes and action items, which are then seamlessly integrated into your Wealthbox account for easy access and follow-up.

Resources

Recorded webinar

Automate Your Best Advice During Life Events with Bento Engine and Zeplyn

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Era Jain
“The Zeplyn integration with Wealthbox saves advisors valuable time and ensures complete client data capture from meeting conversations.”

Era Jain, CEO & Co-founder at Zeplyn

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