Advisors are drowning in meeting prep, notes and follow-ups—but what if artificial intelligence could give them those hours back and make their advice more personal?
In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Era Jain, CEO and co-founder of Zeplyn, to discuss how they’re building AI-native workflows that free up advisors’ time while structuring human conversations into powerful, actionable data. With a background in Google’s AI division and a passion for reimagining legacy systems, Era breaks down why advisors can’t afford to delay AI adoption—and how structured insight is the key to personalization at scale.
Tune in as this episode highlights:
What makes Zeplyn’s “meeting assistant” more than just a notetaker
How structured client conversations unlock deeper personalization
What “client intelligence” and “practice intelligence” mean for your firm’s future
The three pillars every AI tool needs to succeed in wealth management: accuracy, customization and compliance
The roadmap to autonomous agents: how Zeplyn is building toward AI that doesn’t just suggest actions, but takes them
Era Jain is the CEO and Co-founder of Zeplyn, where she leads the company’s mission to build an AI platform that unlocks unprecedented operational efficiency for advisors and reimagines the investor journey.
Before Zeplyn, Era spent a decade at Google as a software engineer building foundational AI technologies for Google Search, Virtual Assistant, and Speech Recognition. Her work primarily focused on using AI to extract, aggregate, and synthesize valuable insights from various unstructured data sources, including web, documents, and human speech. Era’s expertise in building large-scale AI systems, combined with her extensive experience in product development, has equipped her to provide financial advisors with a revolutionary product experience within Zeplyn.
Era holds a Bachelor’s and Master’s in Computer Science and Engineering from the Indian Institute of Technology, and an MBA from Harvard Business School. She is an advocate for Women in Technology, a long-distance runner, and a vocalist.
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