Zeplyn has announced a new integration with Schwab Advisor Center that expands the reach of Zeplyn Agent Nexus into account opening and meeting preparation workflows. The integration enables Zeplyn's AI agents to automatically complete Schwab's digital account-opening workflow while incorporating live Schwab holdings and transactions into AI-powered client briefs.
Zeplyn integrates with Schwab Advisor Center for agentic account opening.
AI agents automatically complete Schwab digital account-opening workflow.
Incorporates live Schwab holdings and transactions into client briefs.
Early pilots showed 80% reduction in Not-In-Good-Order submissions.
Advisors save more than 12 hours per week with richer client context.
Zeplyn has 50+ wealth-specific AI agents and 30+ integrations.
Account opening and meeting preparation are two of the most time-consuming workflows in wealth management. With a single request, advisors can ask Zeplyn to open a Schwab account. Zeplyn gathers client information already available across meetings, emails, CRM records, and documents, initiates the digital account open workflow completing all relevant fields automatically, and returns a finished draft for human review and submission. What traditionally required hours of manual work can now begin before a client meeting has even ended. Early pilots showed Not-In-Good-Order submissions declined by approximately 80%, helping firms accelerate onboarding while reducing costly rework.
The integration also enhances Zeplyn's AI-powered meeting preparation by incorporating live Schwab holdings and transactions into the client intelligence it already assembled across the firm. Advisors receive a more complete, current view of every client in seconds—without manually gathering information across multiple systems. Early pilots indicate advisors save more than 12 hours each week while walking into every meeting with richer context and greater confidence.
"Schwab Advisor Center is one of the most important platforms in wealth management, and we're excited to bring the power of Zeplyn Agent Nexus into that ecosystem," said Era Jain, Co-Founder and CEO of Zeplyn. "This integration is a step toward a new way of working. By combining Schwab data with the intelligence firms already have, we're enabling AI to complete work that has traditionally remained manual, giving advisors more time to focus on their clients."
About Zeplyn
Founded by former Google AI engineers, Zeplyn is the AI operating system for wealth management. The platform unifies client intelligence from meetings, emails, documents, CRM, custodians, and planning systems, and then uses AI agents to execute work across the firm's technology stack. With more than 50 wealth-specific AI agents and 30+ integrations—including Salesforce, Schwab Advisor Center, AdvisorEngine, Redtail, and Wealthbox—Zeplyn helps firms operate with greater speed, consistency, and intelligence while giving advisors more time to focus on clients.
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