Get started with Wealthbox + Zeplyn
Modern CRM integrated with AI-powered meeting management
Modern CRM integrated with AI-powered meeting management
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
“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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