With these analytics, managers, advisors, and compliance teams can measure productivity, track client experience, identify firm or advisor niche skills, and make data-driven decisions.
Dashboard Views
The dashboard is divided into three key metrics views:
1. Client Metrics
Track insights at the client level, such as:
Topics discussed most frequently (e.g., retirement planning, tax planning, estate planning)
Meetings by advisor/client and year
Follow-ups, CRM syncs, and time saved
Client-specific topics (e.g., 401(k) allocations, emergency fund, insurance)
📊 Use this view to understand individual client priorities and ensure personalized service.
2. Practice Metrics
Measure activity and efficiency across your practice, including:
Meetings completed per day
Meetings using Zeplyn by advisor
Meeting methods (in-person, phone, virtual)
Tasks assigned and outcomes
Advisor meeting time and prep activity
📊 Use this view to coach advisors, improve workflows, and identify which methods save the most time.
3. Aggregate Client Metrics
Analyze broader client segment trends:
Average meeting duration
Total time spent by client
📊 Use this view to evaluate where your firm invests time and whether it aligns with your service model.
Metrics at a Glance
Across all views, you’ll see four key roll-up statistics:
Total meetings completed
Email follow-ups generated
CRM syncs completed
Hours saved
These metrics provide a quick snapshot of how Zeplyn is improving efficiency across your practice.
⚡Tip: Use filters to drill into specific timeframes, advisors, or client groups for more focused insights.
Key Features
1. Auto-Track Meeting Completion
Automatically monitor whether meeting agendas were completed, helping ensure a consistent and thorough client experience.
2. Managerial Dashboard & Analytics
Gain a top-level view of meetings, tasks, outcomes, and productivity across your firm. Understand trends, identify bottlenecks, and coach advisors effectively.
3. Compliance & Supervision Capabilities
Supervisors can review meetings for completion, track agenda coverage, and confirm documentation standards are met. This supports both regulatory oversight and quality control.
4. Real-Time Agenda Guidance
Advisors receive prompts and structure in real time during meetings, ensuring that important client topics aren’t overlooked.
To become the organization admin for your firm or for additional questions,
please reach out to support@zeplyn.ai.