AI Platform Assessment
[Client Firm] — Sample Preview
This document consolidates findings from the full platform evaluation, gap validation review, vendor deep dives, and demo observations into a single comprehensive assessment. It is intended as a working document for [Stakeholders] to review, annotate, and discuss internally before a final recommendation is issued.
How to use this document: Throughout the assessment, you will find four types of inline callouts:
1. Executive Summary
[Client Firm] engaged WealthTech Select to evaluate AI platforms that could transform how the firm prepares for, captures, and follows up on client meetings — and to assess whether AI capabilities extend beyond meetings into broader practice management.
After evaluating four finalist platforms through vendor demos, independent research, and deep-dive analysis, the evaluation revealed two distinct paths forward, each with different levels of organizational commitment and potential return:
Two-Path Framework
| Path A: AI Meeting Assistant | Path B: AI-Native CRM Replacement | |
|---|---|---|
| What it is | Add an AI layer on top of the existing tech stack. AdvisorEngine stays as the CRM. | Replace AdvisorEngine entirely with an AI-first CRM that embeds intelligence at every touchpoint. |
| Candidates | Zeplyn, Zocks, Jump | Slant CRM |
| Deployment | Days to weeks | Weeks to months |
| Risk level | Low — layers onto existing stack | Higher — full CRM migration and change management |
| Impact scope | Meeting lifecycle + selected workflows | Every client interaction, from meetings to emails to prospecting |
| Best for | Firms that want immediate productivity gains without disrupting core systems | Firms ready for broader transformation and willing to invest in a bigger shift |
Where the Evidence Currently Points
Within Path A, Zeplyn has emerged as the strongest contender. Agent Nexus — its agentic AI layer — moves beyond meeting capture into multi-source reasoning across meetings, CRM, email, and uploaded documents. Life event detection (via Bento Engine) and Practice Intelligence dashboards provide strategic capabilities that the other meeting assistants do not match. [A stakeholder] recognized the distinction during the demo, noting that the notetaker gets you "from 0 to 1" but Agent Nexus is what takes you "from 2 to 7 or 8."
Zocks remains a strong alternative, particularly if document processing volume is high and the no-recording privacy architecture is important for client comfort.
Slant represents a fundamentally different proposition — and a compelling one. As an AI-native CRM, it eliminates the integration friction between an AI assistant and a separate CRM because there is nothing to sync. Proactive Nudges, built-in data enrichment, native Schwab integration, and opportunity pipeline management go well beyond what any meeting assistant can offer. The trade-off is a CRM migration, a newer product (launched August 2025, ~200 firms), and the organizational change management that comes with replacing a core system.
The decision between Path A and Path B is not primarily a technology question — it is a question about [Client Firm]'s appetite for change. Both paths solve [Client Firm]'s immediate pain points. Path A does it faster and with less risk. Path B does it more comprehensively and with more long-term upside. Several open questions (flagged throughout this document) will help clarify which path is the right fit.
4. Core Capability Comparison
4.1 Master Capability Matrix
The following table evaluates each platform against capabilities the firm identified during discovery, plus expanded areas that surfaced during demos. Ratings reflect firm-specific fit, not generic capability.
Rating Legend: Strong Moderate Limited None
| Capability | Zeplyn | Zocks | Jump | Slant |
|---|---|---|---|---|
| AdvisorEngine Integration | Strong | Strong | Strong | Replaces CRM |
| Outlook Integration | Moderate | Strong | Strong | Strong |
| Office 365 / Calendar | Strong | Strong | Strong | Strong |
| Teams + Zoom Capture | Strong | Strong | Strong | Strong |
| Meeting Prep Automation | Strong | Strong | Strong | Strong |
| Meeting Notes & Summary | Strong | Strong | Strong | Strong |
| Task Auto-Creation & CRM Sync | Strong | Strong | Strong | Strong |
| Follow-up Email Drafting | Strong | Strong | Strong | Strong |
| Persona / Meeting Type Templates | Strong | Strong | Strong | Strong |
| In-Person Meeting Capture | Strong | Strong | Strong | Moderate (TBD) |
| Mobile App | Strong (iOS) | Strong (iOS/Android) | Strong (iOS/Android) | Moderate (beta, March 2026) |
| Webex / VoIP Compatibility | Strong | Strong | Strong | Strong (confirmed) |
| Document Intelligence | Strong (Nexus) | Strong (native) | Limited | Strong (folders + ingest) |
| Form Auto-Fill / Onboarding | None | Strong | Strong (Scale) | None (on radar) |
| Ask Anything / AI Search | Strong | Strong | Strong | Strong (Chat + Book) |
| Life Event Detection | Strong | Moderate | Moderate | Moderate (enrichment) |
| Proactive Nudges / Next Actions | Moderate | Moderate | Limited | Strong |
| Practice Intelligence / BI | Strong | Moderate | Moderate | Strong (Book Chat) |
| Knowledge Management | Strong (Nexus) | Moderate | Limited | Strong (native folders) |
| Custom Agents / Workflows | Strong (Nexus) | Moderate | Limited | Strong (Agents+Nudges) |
| Lead Gen / Prospecting | None | None | None | Strong |
| Privacy (No-Recording Option) | Strong | Strong (no-record only) | Moderate (configurable) | Strong (configurable) |
| Custodial Data (Schwab) | Limited (Q1 2026) | None | None | Strong (native) |
| Compliance Archiving | Strong (Global Relay) | Strong (Smarsh, GR) | Strong | Strong (+ Current Client) |
Reading the matrix: All four platforms handle the core meeting lifecycle well (rows 1–9 are nearly all Strong). The differentiation shows up in the expanded capabilities below that line — document intelligence, proactive AI, knowledge management, lead generation, and custodial data access. These are the rows that should drive the decision.
Zeplyn
Widest coverage across advanced capabilities. Agent Nexus drives the highest scores in AI Search, Practice Intelligence, and Knowledge Management.
Slant
Dominates Proactive AI and is the only platform with Lead Gen. Different shape than the assistants — it IS the CRM.
4.2 [Client Firm]'s 5-Step Pain Point: How Each Platform Resolves It
| Manual Step Today | Zeplyn | Zocks | Jump | Slant |
|---|---|---|---|---|
| 1. Take meeting notes | Strong AI captures automatically | Strong AI captures (no recording) | Strong AI captures automatically | Strong AI captures automatically |
| 2. Summarize in Word | Structured summary generated | Structured summary generated | Structured summary generated | Summary in CRM timeline |
| 3. Copy to AdvisorEngine | Single-click CRM sync | Single-click CRM sync | Single-click CRM sync | Already in CRM (no sync needed) |
| 4. Extract key points | AI extracts facts & details | AI extracts + field mapping | AI extracts + blended updates | AI extracts into CRM fields + Memory Banks capture soft details |
| 5. Assign tasks | Auto-creates with assignees | Auto-creates + CRM sync | Auto-creates + CRM sync | Auto-creates (native) + Nudges queue proactive follow-ups |
| Work within Outlook | Moderate Calendar integration | Strong Native add-in | Strong Exchange integration | Strong Native email in CRM |
| Beyond the 5 steps | Agent Nexus enables deeper analysis, life event detection triggers outreach | Document Intelligence processes related docs, form auto-fill captures data | Blended updates preserve CRM history | Memory Banks, Nudges, and data enrichment turn meeting data into ongoing proactive client engagement |
All four platforms fully resolve [Client Firm]'s 5-step pain point. The differentiator is what happens after — Slant extends the workflow into proactive follow-up through Nudges and Memory Banks, while Zeplyn extends it into deeper analysis through Agent Nexus. For the Outlook-specific workflow: Zocks has the deepest in-Outlook experience with its native add-in, while Slant sidesteps the question because email lives inside the CRM.
| Value-Add Capability | Zeplyn | Zocks | Jump | Slant |
|---|---|---|---|---|
| Agentic AI / Custom Agents | Strong | Moderate | Limited | Strong |
| Life Event Detection | Strong | Moderate | Moderate | Moderate |
| Document Intelligence | Strong | Strong | None | Strong |
| Form Auto-Fill | None | Strong | Strong | None |
| Practice Intelligence | Strong | Moderate | Moderate | Strong |
| Proactive Nudges | Moderate | Moderate | Limited | Strong |
| Lead Gen / Prospecting | None | None | None | Strong |
| Knowledge Management | Strong | Moderate | Limited | Strong |
| CRM Consolidation | None | None | None | Strong |
| No-Recording Option | Strong | Strong | Moderate | Strong |
4.3 Client Persona Support
| Persona | Zeplyn | Zocks | Jump | Slant |
|---|---|---|---|---|
| Generalists | Custom Meeting Intelligence templates per type. Compliance checklists. Standardizes data capture across advisors. | Separate Meeting Types with different prep, notes, and follow-up templates. Forms assigned per type. | Custom meeting types with customizable templates. Scorecards rate against persona-specific criteria (Scale plan). | Custom meeting types. AI learns persona patterns. Nudges tailored by client segment. |
| Small Business Owners | Agent Nexus can research complex entity structures. Life event detection catches business sale / succession triggers. | Document Intelligence processes business documents. Strong form fill for complex intake. | Smart Forms can capture business-specific data fields. Custom meeting types for business reviews. | Opportunities pipeline tracks business milestones. Memory Banks store entity details. Nudges for business-specific triggers. |
| Special Needs Families | Agent Nexus analyzes uploaded trust documents, ABLE account statements. Compliance checklists ensure nothing is missed. | No-recording architecture = maximum privacy. Document Intelligence extracts trust/benefits data. Meticulous field mapping for sensitive details. | Custom meeting type templates for specialized reviews. Smart Forms for structured data capture. | Memory Banks capture nuanced personal details. Document folders maintain full client history. Native Schwab data for account monitoring. |
Key takeaway: All four platforms support multiple personas through meeting type customization. The differentiation is in how they handle the complexity of each persona — Zocks' privacy and document processing are particularly relevant for Special Needs, while Slant's Memory Banks and integrated document folders excel at maintaining the full context these families require.
9. Decision Framework
Rather than a single recommendation at this stage, this section outlines the conditions under which each option makes the most sense — updated with findings from the gap validation review.
AI Meeting Assistant
AI-Native CRM
Not Either/Or
These paths are not mutually exclusive on a timeline. [Client Firm] could deploy an AI assistant (Zeplyn or Zocks) in the near term for immediate productivity gains while simultaneously scoping a Slant migration for 6–12 months out. The key question is whether the team's energy and appetite for change is better spent on a quick win now or a bigger transformation that takes longer but delivers more.
Choose Zeplyn if:
- The team wants the most advanced AI capabilities available in a meeting assistant today
- Agent Nexus's ability to reason across meetings, CRM, email, and documents is a priority
- Life event detection and proactive client outreach are important growth drivers
- Practice Intelligence dashboards would inform [Stakeholders]'s leadership decisions
- The on-the-fly scorecard capability (demonstrated live) aligns with how the firm wants to monitor client health
- Form-based data collection can be handled separately or is not a high-volume activity
- Real-time meeting nudges (ensuring all agenda topics are covered) resonate with the advisory team
- The firm is willing to adopt a newer platform with less market validation in exchange for more innovative capabilities
- The zero-cost Agent Nexus beta (through March 2026) makes a low-risk pilot possible
Choose Zocks if:
- Document processing (tax returns, statements, estate plans, trust documents) is a high-volume activity
- The no-recording architecture is important for client comfort, particularly with Special Needs families
- Advisors live in Outlook and want the tightest possible inbox integration (native add-in)
- Form auto-fill from meeting conversations is a key use case with meaningful weekly volume
- Enterprise validation matters (Carson Group, Osaic, Commonwealth)
- The priority is a proven, reliable execution tool for today's meeting workflows rather than forward-looking agentic capabilities
Choose Jump if:
- Market validation and enterprise stability are the top decision criteria
- The scope is genuinely limited to meeting capture and CRM automation — nothing more
- Smart Forms for onboarding workflows justify the Scale plan cost
- The firm is less interested in pushing the boundaries of what AI can do and more interested in a safe, proven choice
- The LPL/Cetera partnership and 20,000-advisor install base provide confidence
Choose Slant if:
- The team is ready for a broader transformation, not just a point solution
- The CRM "junk drawer" situation has reached a tipping point and needs to be addressed
- Having AI embedded throughout the CRM (not just in meetings) is appealing
- Proactive Nudges, lead generation tools, and opportunity pipelines are valuable
- Native Schwab integration for custodial data matters (RMDs, account balances, holdings)
- Document folder connectivity (always-on OneDrive/SharePoint link) aligns with how the team manages client files
- The firm can absorb a CRM migration timeline and has appetite for change management
- The the advisory team is open to or enthusiastic about a new CRM
- Built-in data enrichment (Minerva) and email integration reduce the need for multiple separate tools
WealthTech Select Position
Based on the evidence gathered through this evaluation — vendor demos, independent research, deep-dive analysis, and gap validation — WealthTech Select's position is as follows:
Zeplyn and Slant are the two strongest options, serving different strategic objectives. The choice between them is the central decision [Client Firm] faces.
If Path A (AI Meeting Assistant): Zeplyn is the recommended platform. Agent Nexus is the most innovative and forward-looking capability in the evaluation. The combination of agentic AI, life event detection, practice intelligence, real-time meeting nudges, and compliance archiving provides the broadest strategic value among the three meeting assistants. Its gaps (no forms, less Outlook depth) are real but manageable trade-offs.
If Path B (AI-Native CRM Replacement): Slant is the only candidate and an increasingly compelling one. Key open items have been resolved: AdvisorEngine migration is confirmed (~1 week), Webex compatibility is confirmed, and the mobile app is in beta targeting March 2026. The remaining risk factors are platform maturity (~200 firms, August 2025 launch) and the inherent change management of replacing a core system. If the team has the appetite for that change, Slant offers a level of AI integration and stack simplification that no meeting assistant can match.
This position is contingent on the open items in Section 10. Several questions for [Stakeholders] and vendors remain that could meaningfully shift the recommendation. The final recommendation will be issued after those items are resolved.
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