The WealthStack Podcast

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


Listen Later

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
    • Subscribe and listen to WealthStack on Apple Podcasts
    • Subscribe and listen to WealthStack on Spotify
    • Connect with Shannon Rosic:

      • Shannon Rosic
      • WealthStack website
      • WealthManagement.com
      • Connect with Era Jain:

        • LinkedIn: Era Jain
        • Website: Zeplyn
        • 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.

          ...more
          View all episodesView all episodes
          Download on the App Store

          The WealthStack PodcastBy Shannon Rosic

          • 5
          • 5
          • 5
          • 5
          • 5

          5

          3 ratings


          More shows like The WealthStack Podcast

          View all
          We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

          We Study Billionaires - The Investor’s Podcast Network

          3,379 Listeners

          Acquired by Ben Gilbert and David Rosenthal

          Acquired

          4,159 Listeners

          Animal Spirits Podcast by The Compound

          Animal Spirits Podcast

          1,993 Listeners

          The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

          The Perfect RIA

          455 Listeners

          Fintech Impact by Jason Pereira

          Fintech Impact

          7 Listeners

          WealthTech Today by Craig Iskowitz

          WealthTech Today

          14 Listeners

          The Compound and Friends by The Compound

          The Compound and Friends

          2,078 Listeners

          Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

          Kitces and Carl - Real Talk for Real Financial Advisors

          241 Listeners

          Morning Brew Daily by Morning Brew

          Morning Brew Daily

          2,972 Listeners

          Barron's Advisor by Barron's Advisor

          Barron's Advisor

          108 Listeners

          RiskReversal Pod by RiskReversal Media

          RiskReversal Pod

          804 Listeners

          WealthTech on Deck by LifeYield

          WealthTech on Deck

          18 Listeners

          RIA Edge by David Armstrong

          RIA Edge

          13 Listeners

          The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

          The Efficient Advisor: Tactical Business Advice for Financial Planners

          125 Listeners

          This Week in Wealth by Citywire

          This Week in Wealth

          4 Listeners