Case Study: Sequoia Financial Group achieves more advisor time and stronger client meetings with Zeplyn

Sequoia Financial Group saves 30–60 minutes per meeting with Zeplyn

Sequoia Financial Group, a national registered investment advisor, was facing a challenge with its most critical activity: advisor-client meetings. The manual process of taking notes was time-consuming and often resulted in poor-quality data, which hampered advisor effectiveness and stalled the firm's plans for AI-driven workflows. To address this, they turned to the vendor Zeplyn.

By implementing Zeplyn's solution, the firm saved advisors 30-60 minutes per meeting by automating note-taking. This allowed advisors to be more present with clients and enabled faster, clearer follow-up. The high-quality data captured also provided a foundation for Sequoia's future AI initiatives. Zeplyn became an indispensable tool, fundamentally improving the advisor-client experience.

Sequoia Financial Group