Zeplyn & Schwab: The First Agentic Account-Opening Workflow in Wealth Management
On August 12, 2026, Zeplyn launched the first agentic account-opening workflow in wealth management through an integration with Schwab Advisor Center — AI agents automatically complete Schwab's digital account-opening workflow while incorporating live Schwab data, and pilots report an 80% decline in Not-In-Good-Order (NIGO) submissions. This briefing covers what agentic account opening actually does, the compliance surface, and how regulated firms should adopt it.