Artificial Intelligence's Inevitable March

Era Jain, co-founder and CEO of startup Zeplyn, discusses how her company helps investment advisers and how AI will soon permeate financial services.

Hello, Bank Slaters!

We hope you enjoyed having extra time off. We spent a few days in the Outer Banks mostly disconnecting from our laptops — highly recommended! With such tranquility behind us, let’s take a deep breath and prepare for the final sprint to 2025.

We will have some great review/preview coverage in the coming few weeks, looking at 2024’s biggest mergers, our most-read articles, forecasting our bankers to watch next year, and reviewing what happened to the bankers we chose to spotlight this year.

For now, let’s talk about AI startup Zeplyn.

I met Zeplyn CEO Era Jain at Future Proof 2024 in California earlier this year. We had a great conversation about the company and her views on artificial intelligence and financial services, so I invited her to join our Convos podcast.

Zeplyn, which Jain co-founded in 2023 with Divam Jain, helps investment advisers streamline and manage workflows, including preparation for client engagements, consolidating meeting notes, and arranging follow-up communication.

The software-as-a-service platform just raised $3 million in a funding round led by early-stage VC firm Leo Capital, with added participation from Converge VC and several angel investors.

A former Google engineer, Era Jain discussed her vision for Zeplyn, along with her views on financial services companies’ openness to integrating more AI into their daily operations.

Here is an abridged version of the conversation. The full discussion will soon be available on Substack, Spotify, and other podcast apps.