WealthTech Today Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai
Aug 14, 2025
Era Jain, Co-founder and CEO of Zeplyn.ai, shares her insights on how AI assistants are revolutionizing the financial advisory landscape. With a background at Google, Era dives into the proactive capabilities of AI, enhancing CRM integration and data compliance. She discusses the transition from basic AI functionalities to comprehensive solutions that boost advisor efficiency and client satisfaction. Jain also highlights the importance of a human-in-the-loop approach and seamless integration in maximizing the potential of tech stacks for financial advisors.
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Agentic AI Tailored For Advisors
- Zeppelin is an agentic AI assistant built to reduce advisors' manual meeting work across prep, note-taking, follow-up, and CRM updates.
- It uses captured meeting data to inject insights into downstream workflows for strategic practice management.
CRM Integration Is Table Stakes
- CRMs are the natural system of record and must be fed with meeting data to unlock advisor workflows and tasks.
- Standalone tools that don't integrate with CRM create adoption barriers for advisory firms.
Meeting Data Capture Jump
- Before AI, only about 25% of meeting-captured client data made it into CRMs; AI note-takers raise that to nearly 100% of meetings being documented.
- This dramatically improves meeting prep, compliance records, and historical referenceability.