Zeplyn Expands Agentic AI Capabilities with Agent Nexus, Enabling Wealth Management Firms to Accelerate Growth through Rapid, Personalized, and Scalable Client Advice
Agent Nexus, a new context-aware research and execution engine, turns multi-source data into actionable intelligence, elevating firm-wide performance and driving stronger client satisfaction
Zeplyn, the AI-native workflow intelligence platform for wealth management firms, unveiled new enterprise-grade agentic AI capabilities powered by Agent Nexus. Agent Nexus is a newly architected system of specialized agents that unify historically fragmented data and allow advisors to ask deeper, more complex questions and instantly turn those answers into fully executed actions that drive growth and retention. Agent Nexus is available to all customers starting.
“Wealth management firms have been sitting on valuable client data for years because there hasn’t been a way to bring it together and put it to use until now,” said Era Jain, Co-Founder and CEO of Zeplyn. “With our new agentic capabilities, advisors can finally unlock that intelligence, surface opportunities they couldn’t see before, and act on them immediately to better serve clients.”
Built on Zeplyn’s industry-leading accuracy and commitment to security, the release introduces Agent Nexus as the platform’s central intelligence engine, most notably through an enhanced Ask Zeplyn experience that now operates as a continuous, streaming chat. Using voice or chat, wealth managers can ask multi-part questions about a client or segment of clients, reference prior answers, upload documents to deepen analysis, and refine their inquiry without losing context. Zeplyn analyzes information pulled from across a firm’s most critical data sources, including meeting notes, CRM records, emails, and uploaded client documents, and more, to generate personalized responses and carry out tasks instantly.
This release marks a major evolution in how wealth management firms use AI day to day, shifting from gathering and surfacing insights to quickly and accurately executing tasks that were previously time-consuming and error-prone. For many firms, the impact goes beyond providing fast and thorough responses to a single client. With the new Ask Zeplyn powered by Agent Nexus, wealth managers and firm leaders can:
- Write personalized responses to incoming client emails
- Conduct deep client research informed by multi-source data
- Identify themes across conversations
- Uncover service gaps
- Upload and analyze text documents
- Generate custom, downloadable year-end reports
- Create coaching and training materials based on firm-wide trends
- And more
“Our family-office clients value how prepared we are for every interaction,” said Thomas Snow, Founder and President of Righthand Capital. “Zeplyn’s integrated, intuitive platform streamlines our preparation, helping us focus our time on their most important and urgent needs.”
To learn more about how Zeplyn delivers a complete question-to-action experience for wealth management firms, reducing delays, increasing advisor capacity, and enabling personalized advice at scale, visit zeplyn.ai.
Also Read: The End Of Serendipity: What Happens When AI Predicts Every Choice?
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