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 The episode also touches on the challenges and successes of implementing AI in an industry that often relies on outdated technology. Hosted on Acast. See acast.com/privacy for more information.

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