Zeplyn Now Turns Wealth Management Firms’ Operating Playbooks into Agentic Workflows – Yahoo Finance

Zeplyn has introduced a new capability that converts wealth management firms’ operational procedures into agentic workflows, enabling automation of routine business processes. The platform aims to help financial services companies streamline their operations by transforming existing playbooks into AI-driven workflows. This development represents an expansion of Zeplyn’s offerings in the wealth management automation space.

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