From Conversations to Compliance: How Zeta Is Redefining Wealth Management

DLT Apps marks 7 years of powering digital transformation in wealth management, banking, and asset servicing. With 70 engineers across the UK, India, and Shanghai, we’re proud to support global financial institutions in building secure, scalable solutions.

At DLT Apps, we don’t just build products — we incubate transformative platforms that solve real problems in finance. After successfully launching two enterprise-grade solutions — a challenger bank and a transfer agency platform backed by major custodians — we’re excited to unveil our third: Zeta Wealth.

Zeta is not just another AI tool. It’s not a glorified note-taker, not just a transcript processor, and not simply a report generator. It’s a full-scale, AI-powered platform built for financial advisors and wealth managers — delivering intelligent fact-finding, financial planning, personalised client insights, integrated KYC/AML, and deep CRM integrations with tools like Microsoft Dynamics and Intelliflo.

From the very first interaction, Zeta transforms the advisor journey. It uses AI to automatically capture client data across emails, messages, conversations, and forms, making fact-finding effortless. Then it goes further — generating suitability reports, automating admin workflows, and surfacing tailored recommendations that drive real client value.

The result? Advisors save time, reduce errors, and deliver faster, more meaningful advice — all while strengthening client trust and elevating the client experience.

🚀 We’re launching soon — Experience AI like never before — purpose-built for advisor's the way you work.

Visit https://www.zetawealth.co.uk and contact us to see zeta in action.