AILYZE: AILYZE is an AI qualitative data analysis platform that transcribes interviews and conducts autonomous AI voice interviews, then generates themes, summaries, and insights from the resulting text. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist AILYZE when conducting and transcribing ai-led research interviews at scale matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AILYZE is an AI qualitative data analysis platform that transcribes interviews and conducts autonomous AI voice interviews, then generates themes, summaries, and insights from the resulting text.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
AILYZE is a web-based AI platform for qualitative data analysis, built primarily for researchers, academics, and organizations working with unstructured data. Beyond analyzing uploaded text, it offers an AI Avatar Interviewer that autonomously conducts semi-structured voice interviews in multiple languages, capturing participant responses and automatically transcribing them. Users can also upload audio and video files (such as MP3, WAV, MP4, and AVI) for transcription, after which the transcripts can be analyzed alongside documents. Once data is captured, AILYZE applies AI-driven thematic analysis, content and frequency analysis, cross-segment comparison, summarization, and a chat-with-your-document feature, producing reports and visualizations. It accepts documents (PDF, DOCX) and spreadsheets (XLSX, CSV) and supports 100+ languages, including colloquial dialects. The product emphasizes data security, stating uploaded data is encrypted and not used to train its models. It is used by academic researchers, universities, healthcare organizations, and non-profits, and is accessed entirely through the browser without local installation.
Best suited for
Zeplyn is an AI workflow platform built for financial advisors and wealth managers, with its meeting assistant as the flagship product. It is designed to handle the full client meeting lifecycle, including preparation, note-taking, follow-ups, task management, and updating systems of record. Zeplyn transforms unstructured client conversations into accurate, structured notes that capture financial details, goals, and action items, and it works across virtual meetings, in-person meetings, and dictations. The company positions it as a recording-free approach that extracts structured information rather than retaining full audio of the conversation. After meetings, Zeplyn can automatically generate tasks, updates, and personalized follow-up emails or recaps, and it syncs notes and tasks to CRMs such as Salesforce, Redtail, HubSpot, and Wealthbox with one-click automation. It also connects with calendar and conferencing tools like Gmail, Outlook, Zoom, Teams, and Google Calendar. Built by former Google engineers and backed by seed funding, Zeplyn targets advisors who want to spend less time on documentation and ensure that client data discussed in meetings is consistently logged. Pricing varies by plan. Check the official website for current pricing.
Best suited for
AILYZE is a free tier with paid upgrades (freemium); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | AILYZE | Zeplyn |
|---|---|---|
| Core capability | AI Avatar Interviewer that autonomously conducts semi-structured voice interviews in multiple languages | Recording-free structured note capture from client meetings |
| Standout feature | Audio and video transcription of uploaded files (MP3, WAV, MP4, AVI and more) | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | AI thematic analysis with automated theme extraction and coding | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Content and frequency analysis across data segments | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Chat-with-your-document AI assistant for conversational querying | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Support for 100+ languages including colloquial dialects | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
AILYZE
Choose AILYZE if you need conducting and transcribing ai-led research interviews at scale — strengths include combines interview capture, transcription, and qualitative analysis in one web-based platform.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
AILYZE
Zeplyn
It depends on your workflow. AILYZE is strong for conducting and transcribing ai-led research interviews at scale, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
AILYZE is a free tier with paid upgrades and Zeplyn is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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