- AI-powered operating system for wealth management Zeplyn announced a new integration with Schwab Advisor Center to automate account opening and meeting preparation workflows.
- The integration follows the company’s launch of a new platform capability, Advisor Coaching, that gives wealth management advisors actionable feedback on their client interactions.
- Headquartered in New York and founded in 2023, Zeplyn made its Finovate debut at FinovateFall 2025.
Zeplyn, an AI operating system for wealth management, announced a new integration with Schwab Advisor Center that expands the reach of Zeplyn Agent Nexus into two key workflows for wealth managers: account opening and meeting preparation. The integration enables advisors to open Schwab Advisor Services accounts in seconds, leveraging AI agents to automatically complete Schwab’s digital account-opening workflows while incorporating live Schwab holdings and transactions into Zeplyn’s AI-powered client briefs.
“Schwab Advisor Center is one of the most important platforms in wealth management, and we’re excited to bring the power of Zeplyn Agent Nexus into that ecosystem,” Zeplyn Co-founder and CEO Era Jain said. “This integration is a step toward a new way of working. By combining Schwab data with the intelligence firms already have, we’re enabling AI to complete work that has traditionally remained manual, giving advisors more time to focus on their clients.”
In a statement, Zeplyn noted that account opening and meeting preparation are two of the most time-consuming workflows in wealth management. Advisors are often required to source meeting notes, CRM records, documents, planning software, and custodian platforms to gather the information they need before they can act. In contrast, Zeplyn’s new integration eliminates many of these manual steps. Advisors can direct Zeplyn’s agents to open a Schwab account, gather client data across meetings, emails, CRM records, and documents, initiate the digital account open workflow, automatically complete all relevant data fields, and deliver a finished draft for human review and submission. Early pilots of the integration revealed that Not-In-Good-Order (NIGO) submissions were reduced by approximately 80%.
The integration also boosts Zeplyn’s AI-powered meeting preparation capabilities by incorporating live Schwab holdings and transactions into already-assembled client intelligence. This means that advisors can secure a complete, up-to-date view of every client’s holdings without having to collect the data manually across multiple systems and platforms. Here, early pilots revealed that advisors saved more than 12 hours a week with AI-powered meeting prep.
Zeplyn’s integration with Schwab comes less than a month after the company announced the launch of its Advisor Coaching capability. Advisor Coaching automatically evaluates, scores, and delivers actionable feedback on every client and prospect meeting an advisor has. The goal of the solution is to help wealth management teams deliver a consistent, quality experience for every client. The technology rates each client meeting against the company’s success criteria and provides contextual advice and suggestions to help advisors better serve their clients. As part of the Advisor Coaching capability, firm managers can use Ask Zeplyn to access company-wide performance reports to identify patterns that might be otherwise difficult or time-consuming to find.
“Wealth management firms have always known that consistent advisor performance drives client trust and retention, but they’ve never had a scalable way to measure it,” Jain said. “Advisor Coaching gives firm leaders the same level of visibility into client conversations that top sales organizations have had into their pipelines for years: objective, firm-wide, and available on demand. For an enterprise with hundreds of advisors, that’s the difference between hoping standards are being met and knowing they are.”
Founded in 2023 and headquartered in New York, Zeplyn made its Finovate debut at FinovateFall 2025. At the conference, the company demonstrated its Zeplyn Meeting Assistant: a compliant and secure agentic AI technology that captures client interactions via video, in-person, and telephone, accurately converting them into structured data in real time. Zeplyn Meeting Assistant also automates data entry into CRMs and powers other operations such as auto-drafting personalized emails, summarizing data into client recaps, and surfacing client and advisory trends and insights.
Photo by Yan Krukau from Pexels
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