Zeplyn introduced Zeplyn Workflows, which turns a wealth firm's operating playbooks into multi step processes that run across systems and departments, starting with advisor transitions, client onboarding and account opening. AI agents decide next steps within set boundaries, while fixed rules validate data and update systems. Each workflow pauses at firm defined approval points for a designated person and keeps an owner, status and activity history.
Our readThis moves Zeplyn from advisor notes into middle and back office work, so operations and compliance teams should map which steps the agents take on their own. Test where approval points sit for account opening, and whether the activity history meets supervision and books and records needs.