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 The episode also touches on the challenges and successes of implementing AI in an industry that often relies on outdated technology.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
LinkedIn - Era’s LinkedIn