Grateful to be included in the July release of the Kitces Financial Advisor Technology Map! #meetingworkflowsupport #AIforFinancialAdvisors #AIforRIAs #Zeplyn
🎉 Exciting news! Zeplyn is on the Financial AdvisorTech Solutions Map! Financial advisors are stepping up their AI efforts, and we're providing them a secure solution that streamlines meeting workflows and boosts client engagement. This is just the beginning, and we can't wait to show you what else is in the works! A special thanks to Michael Kitces for including us, and a big THANK YOU to our clients and partners for your continued trust and support!