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

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect With Era Jain:
 
Website: https://www.zeplyn.ai/ 
LinkedIn: https://www.linkedin.com/in/erajain 

About Our Guest:

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.

The WealthStack Podcast: Human Connection Meets AI Automation with Zeplyn’s Era Jain

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

The WealthStack Podcast: Human Connection Meets AI Automation with Zeplyn’s Era Jain

WealthManagement.com

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