Zeplyn with Era Jain | E382

Empowering advisors with AI

In this episode of FinTech Impact, host Jason Pereira talks with Era Jain, co-founder and CEO of Zeplyn, about how her company is transforming the wealth management industry through AI-powered automation. Zeplyn aims to streamline the cumbersome and time-consuming tasks associated with client meetings for financial advisors, thereby allowing them to focus more on client relationships and growth activities. Jain shares the origin story of Zeplyn, their innovative approaches to integrating AI into financial workflows, and their vision for the future, including client and practice intelligence. The episode also touches on the challenges and successes of implementing AI in an industry that often relies on outdated technology.

Episode Highlights:

00:00 Introduction to FinTech Impact

00:13 Meet Era Jain of Zeplyn

00:22 The Mission and Vision of Zeplyn

00:59 Challenges in Wealth Management

01:53 Zeplyn's Flagship Product

02:54 The Origin Story of Zeplyn

03:12 Building the Team and Product

08:45 Adapting to Industry Needs

16:00 Future Directions and Innovations

21:13 Final Thoughts and Reflections

25:31 Conclusion and Farewell

Resources:

Facebook – Jason Pereira's Facebook

LinkedIn – Jason Pereira's LinkedIn

Woodgate.com – Sponsor

Zeplyn

LinkedIn - Era’s LinkedIn