Zeplyn, which provides an AI operating system for wealth management firms, has launched Advisor Coaching, a capability that automatically evaluates and scores advisor-client conversations and delivers actionable feedback without requiring managers to review transcripts manually. The capability, now available at the organisational level for Zeplyn customers, analyses client conversations against a customisable scoring rubric and rates each meeting against the firm's success criteria, according to the company.
Zeplyn, which launched in stealth in 2022, publicly rolled out its core AI-driven meeting assistant and announced a three-million-dollar seed round of funding in November 2024. The new coaching features are part of Zeplyn's overall roadmap to add automated analysis that runs off its AI operating system model.
In an interview with Wealth Management at the T3 conference in March, Zeplyn chief executive Era Jain said that her firm would continue to add new native AI features to its platform. She stated: "AI notetaking was never our end goal, notetaking for us is not a product it is just a feature—building out an OS and orchestration layer that can power many things has always been our end goal." Advisor Coaching is the latest addition.
Jain said in a statement announcing the coaching rollout: "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." Advisor Coaching surfaces coaching tips tied to specific moments in conversations, and managers can use Ask Zeplyn, powered by Zeplyn Agent Nexus, to pull firm-wide performance reports across any date range, advisor or team.
In addition, advisors can use Ask Zeplyn to build personality profiles for specific clients using intelligence from meeting notes and emails. The platform also enables advisors to role-play difficult conversations with the AI taking on a client's persona, and it then will request feedback. A downloadable cheat sheet in preparation for the real meeting can also be generated.
Advisor Coaching is available now to Zeplyn customers. Zeplyn is priced on a per-seat basis, starting at one hundred and twenty dollars per month per advisor seat, which includes Zeplyn Meeting Assistant. Per-meeting features such as scores against a firm-wide rubric and advisor coaching tips for individual meeting conversations will be a part of Zeplyn Meeting Assistant.
Agentic capabilities, including managerial performance reports, insights, and AI role-plays are included with Zeplyn Agent Nexus as an upgrade starting at one hundred and ninety-five dollars per month per advisor seat. Non-advisor seats are also available at lower rates according to the company. Enterprise pricing is flexible and scales based on deployment model, integration needs, volume, and firm size.
Separately, Osaic, one of the largest independent broker-dealer networks, has expanded its relationship with business-owner engagement platform RISR. The expanded collaboration allows for deeper guidance, incorporating business valuation, succession planning, exit strategies and business risk management into the financial planning process at Osaic. Advisors within the Osaic network can also better connect a client's business wealth to their personal financial goals, enabling more comprehensive and strategic conversations according to the two firms.