Zeplyn AI
Andrew Anderson has extensive experience in customer success, having held multiple roles at various companies. As the Founding Customer Success Manager at Zeplyn, Andrew was instrumental in establishing customer success strategies. Previous positions include Sr. Customer Success Manager at HomeX and Customer Success Manager roles at both ServiceTitan and Schedule Engine. Andrew also contributed to Uber as a Client Success Coordinator for Uber Eats, focusing on special projects related to incubation and scaling, and served as an Uber Expert I.
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Zeplyn AI
At Zeplyn, we recognize that financial advising is about high-touch relationships and building trust. As the industry undergoes macro shifts, demanding more client-facing time from advisors, Zeplyn offers enterprise-grade Generative AI solutions to streamline advisory workflows and drive client engagement. Embrace the future of wealth management with us, where advancements in Gen AI and LLMs meet the evolving needs of advisors and clients alike.