Zeplyn Launches AI Advisor Coaching, Adding Scored Reviews From $120 a Month
Updated
Updated · Wealth Management · Jul 24
Zeplyn Launches AI Advisor Coaching, Adding Scored Reviews From $120 a Month
2 articles · Updated · Wealth Management · Jul 24
Summary
Advisor Coaching is now live for Zeplyn customers, automatically scoring advisor-client conversations against a firm’s rubric and surfacing feedback tied to specific moments without manual transcript review.
The feature extends Zeplyn’s AI operating system beyond note-taking, letting managers pull firm-wide performance reports and giving advisors client personality profiles, AI role-play practice and meeting cheat sheets through Ask Zeplyn and Agent Nexus.
Pricing starts at $120 per advisor seat monthly for Meeting Assistant, while agentic tools including performance reports, insights and AI roleplays require the Agent Nexus upgrade starting at $195 per advisor seat.
Zeplyn launched in stealth in 2022 and publicly rolled out its meeting assistant with a $3 million seed round in November 2024, as it pushes deeper into AI automation for wealth management firms.