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Zeplyn Raises $3M Seed Funding for AI Assistant to Streamline Wealth Management Workflows and Improve Client Experience

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Zeplyn saves financial advisors an average of 10-12 hours per week while meeting security and compliance standards for financial industry

NEW YORK, Nov. 13, 2024 /PRNewswire/ — Zeplyn, the AI assistant for financial advisors, today announced a $3M seed funding round. Led by Leo Capital, with additional investing from Converge and angel investors, the funding will be used to support the company as it rebuilds wealth management from an AI-native perspective.

Founded by two former Google engineers, Zeplyn reduces the administrative burden placed on financial advisors, improving the advisor-client experience by automating time-consuming tasks and making client intelligence more accessible. The company’s AI Meeting Assistant, designed specifically for financial advisors and wealth management firms, takes unstructured conversational data and turns it into highly accurate notes. Streamlining meeting prep, note-taking and post-meeting workflows while fulfilling compliance requirements, Zeplyn saves financial advisors an average of 10-12 hours per week.

“60% of client data gathering happens over meetings, yet less than 25% of client meetings are properly documented, because manual note-taking is time-consuming, distracting and prone to errors,” said Era Jain, CEO and Co-Founder of Zeplyn. “Financial Advisors spend anywhere from an hour to an hour and a half per client meeting consolidating their notes and doing follow-up work. Many bring an associate advisor to these meetings just to take notes. Despite spending several manual hours, incomplete client data still remains a challenge as details fall through the cracks.”

“Zeplyn enables financial advisors to streamline meeting admin from prep to follow-up, automatically updating client records while protecting PII,” added Divam Jain, CTO and Co-Founder of Zeplyn. “It is built to meet the unique workflow requirements and security and compliance standards of the wealth management community.”

Zeplyn provides a time-saving toolkit for advisory firms to prep for client meetings, accurately capture financial data and key client insights, and seamlessly trigger follow-up tasks – which, in turn, improves the client experience.

“Zeplyn enhances our ability to deliver personalization at scale by providing a time dividend advisors can reinvest in client service and growth,” said Trevor Chuna, CTO at Sequoia Financial Group. “Multiple team members have reported time savings of 30-60 mins+ on meeting follow-up activities. We selected Zeplyn not just for their omni-channel note-taking capabilities, but also for their long-term vision in supporting the over-all client meeting process—the most frequent and expensive activity of an RIA.”

Zeplyn is a platform-agnostic solution that can be used across virtual and in-person meetings, as well as for dictations. It has multiple out-of-the-box integrations, including Salesforce, and wealth-specific CRMs such as Redtail, and Wealthbox, enabling it to plug into existing infrastructure and integrate with the advisor technology stack.

“We are delighted to be partnering with Era and Divam as they build Zeplyn. Zeplyn brings the Wealth Management industry into the age of AI, enabling better outcomes for advisors, RIAs, wealth management firms and ultimately, investors,” said Shwetank Verma, Co-Founder and Managing Partner, Leo Capital. “Zeplyn allows advisors to spend more time advising and elevating their client experience.”

“Zeplyn is bringing AI into a real-world context and having a real-world impact,” said Nilanjana Bhowmik, Converge Co-Founder and General Partner. “Unstructured data has long presented problems for the heavily regulated financial world, providing limited or time-consuming insights and posing potential compliance issues. But with Zeplyn, financial advisors can quickly extract accurate information while staying in compliance.”

About Zeplyn
Built by former Google engineers, Zeplyn is an AI platform purpose-built for wealth management firms to streamline advisor workflows, cutting down manual work by more than 90%. Zeplyn is rebuilding wealth management from an AI-native perspective, automating time-consuming admin tasks and creating space for foundational work and relationship-building.

Co-Founders Divam Jain and Era Jain met at Google, where they spent a decade building AI before leaving to start Zeplyn. Passionate about the potential of AI to transform workflows and empower professionals, Era and Divam realized that AI could benefit the relationship-driven and largely still manual Wealth Management industry.

Zeplyn’s flagship product, Zeplyn Meeting Assistant, streamlines the time-consuming admin tasks of meeting preparation, note-taking, client follow-ups, managing tasks/workflows, and updating CRMs. With Zeplyn, advisors save 10-12 hours per week and invest time where they earn the highest return: building client relationships.

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SOURCE Deep Insights Ai Inc

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Analytic Partners Recognized as a Leader in Inaugural Gartner® Magic Quadrant™ for Marketing Mix Modeling Solutions

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November 26, 2024

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Analytic Partners Placed Highest for Ability to Execute and Furthest for Completeness of Vision 

MIAMI, Nov. 26, 2024 /PRNewswire/ — Analytic Partners, the Commercial Intelligence company for insights-driven brands, announced it has been recognized as a Leader in the inaugural Gartner® Magic Quadrant™ for Marketing Mix Modeling (MMM) Solutions. Analytic Partners is positioned highest in Ability to Execute and furthest in Completeness of Vision.

“We believe our position as a Leader underscores our dedication to our customers and our ongoing commitment to innovation,” said Nancy Smith, President and CEO of Analytic Partners. “We appreciate the extensive research Gartner has done in guiding our industry forward. This recognition, we feel, highlights the critical role Commercial Analytics plays in delivering forward-looking decisioning for lasting, meaningful growth.”   

Elevating Insights Beyond MMM and MTA 

Analytic Partners’ longstanding commitment to deliver insights and solutions extends well beyond Multi-Touch Attribution (MTA) and MMM. Analytic Partners’ Commercial Analytics solution integrates all factors driving performance outcomes – including finance, supply chain and other enterprise functions. This holistic, company-wide approach provides a forward-looking decisioning framework that brands rely on to measure both short-term and long-term impact, ensuring sustained growth.

GPS Enterprise: A Powerful Platform for Enabling Growth  

Powered by the GPS Enterprise platform, Commercial Analytics combines data science and technology to deliver actionable insights that enable brands to make proactive, forward-looking commercial decisions. This end-to-end platform, informed by ROI Genome intelligence, ensures streamlined data management, application of advanced analytics and multi-objective optimizations to help brands meet their growth goals.

Recognition extends to Gartner Critical Capabilities Report for MMM Solutions 
The recognition also extends beyond the Magic Quadrant™. In the accompanying Critical Capabilities report for MMM Solutions, Analytic Partners received the highest scores across all 8 Use Cases, including: 

Highest score in Complex Marketing AnalyticsHighest score in Business Scenario PlanningHighest score in Data ManagementHighest score in Media Optimization 

Magic Quadrant reports are a culmination of rigorous, fact-based research in specific markets, providing a wide-angle view of the relative positions of the providers in markets where growth is high, and provider differentiation is distinct. Providers are positioned into four quadrants: Leaders, Challengers, Visionaries and Niche Players. The research enables businesses to get the most from market analysis in alignment with your unique business and technology needs.

To read the full Magic Quadrant™ report, access a complimentary copy here.  

Gartner, Magic Quadrant for Marketing Mix Modeling Solutions, Matt Wakeman, David Walters, Joseph Enever, Weicong Zhao, November 19, 2024

GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, Magic Quadrant is a registered trademark of Gartner, Inc. and/or its affiliates and is used herein with permission. All rights reserved.

Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s Research & Advisory organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

About Analytic Partners  

Analytic Partners is the leader in Commercial Analytics, providing adaptive solutions for deeper business understanding, right-time planning and optimization for marketing and beyond. We turn data into expertise so our customers can create powerful connections with their customers and achieve commercial success. For more information, visit analyticpartners.com.

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SOURCE Analytic Partners

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Times Higher Education’s Inaugural ‘Interdisciplinary Science Rankings 2025’: KIIT Ranked 4th Best in India, 92nd in the World

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November 26, 2024

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BHUBANESHWAR, India, Nov. 26, 2024 /PRNewswire/ — KIIT-DU (https://kiit.ac.in/) has secured an impressive 4th position in India in the inaugural Times Higher Education (THE) Interdisciplinary Science Rankings 2025, which recognizes universities excelling in interdisciplinary scientific research. Notably, only four Indian universities—both private and public—feature among the top 100 universities globally, and KIIT is one of them, ranking 92nd worldwide.

India has a strong representation in the rankings released recently, with 65 universities featuring in it, including seven in the top 100. Notably, Anna University leads among Indian institutions and has secured the 41st position globally.

This recognition underscores KIIT University’s commitment to fostering interdisciplinary research and innovation. Among Indian institutions, KIIT stands as one of the top performers, contributing significantly to the nation’s presence in the global interdisciplinary science landscape.

Dr. Achyuta Samanta, Founder, KIIT & KISS, lauded the historic achievement and said: “KIIT’s position among interdisciplinary scientific research universities reflects its enormous contribution towards research and development over the decades.” Despite being just a 27-year-old institute and a 21-year-old deemed to be university, KIIT has achieved this milestone through the dedicated efforts of its researchers and staff, who have made this possible through their quality research, innovation, and publications. He congratulated the faculty fraternity of KIIT-DU, staff members and the students for the unique achievement.

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SOURCE KIIT

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Harbour City Shopping Mall Launches Hong Kong’s Iconic Outdoor Lighting Display, Tatsuya Tanaka’s Miniature Art Exhibition and Peko’s Candy House this Christmas

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November 26, 2024

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HONG KONG, Nov. 26, 2024 /PRNewswire/ — Harbour City, the largest shopping mall in Hong Kong, has been one of the must-visit destinations during the Christmas season with the impressive scale of festive displays, attracting thousands of tourists and locals to embrace the holiday spirit. This Christmas, Harbour City continues to captivate visitors with two stunning displays: “The Big Little Christmas”, in collaboration with renowned Japanese miniature photographer and Mitate artist Tatsuya Tanaka for his first Christmas-themed art project; and “A Milky Christmas”, a delightful display designed for kids and families featuring the beloved Japanese character Peko, running until 1 January 2025. 

 

 

 

 “The Big Little Christmas” — MINIATURE LIFE by Tatsuya Tanaka x Harbour City

Harbour City collaborates with Tatsuya Tanaka to celebrate Christmas with a large-scale outdoor display and an art exhibition. The display features a 28-meter-long Santa Claus work desk at the Ocean Terminal Forecourt, where five of Tanaka’s festive miniature scenes are brought to life on a grand scale, including a striking 5-meter-high cabin made from stacked books, and a towering 10-meter Christmas tree adorned with a Santa hat. The “Countdown to Mini-mas” Art Exhibition unveils Tanaka’s 25 Christmas artworks, allowing everyone to experience his work up close.

To enhance the celebration, Harbour City invited rising Japanese star Kōki to attend the lighting ceremony, joining Tanaka as officiating guests. Magnificent pyrotechnic displays enchanted audiences with their stunning visual spectacle.

“A Milky Christmas” — Peko & Poko x Harbour City

In addition to the artsy Christmas display, Harbour City surprises everyone with a collaboration featuring the popular character FUJIYA Peko & Poko from Japan, bringing the sweet holiday event “A Milky Christmas”. A giant milk-box-shaped candy house is set with the two adorable characters. Fans can also visit the first FUJIYA Peko Pop-Up Store selling nearly 200 exclusive merchandise, adding a sweet surprise to this holiday!

#harbourcity #hcxmas #hcart @harbourcity

Customer Enquiry: (852) 2118 8666   |   Website: www.harbourcity.com.hk

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SOURCE Harbour City Estates Limited

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