Aviso AI: End-to-end AI revenue platform whose conversation intelligence records and analyzes sales calls and meetings for B2B revenue teams. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Aviso AI when revenue teams analyzing sales calls alongside pipeline and forecast data 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.
End-to-end AI revenue platform whose conversation intelligence records and analyzes sales calls and meetings for B2B revenue teams.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Aviso AI is an end-to-end AI revenue platform for B2B sales and revenue operations teams that combines forecasting, pipeline inspection, deal intelligence, and conversation intelligence in one system. Within its conversation intelligence module, Aviso records and transcribes both online meetings (via Zoom, Microsoft Teams, and Google Meet) and offline or in-person conversations, then analyzes them to surface coaching opportunities, buyer sentiment, and deal signals. It applies natural language processing and acoustic analysis to detect sentiment and emotion through tone, pitch, and pace, and generates smart transcripts and visual summaries that highlight keywords, decision-maker comments, and next steps. Its MIKI generative-AI assistant lets users query past conversations in natural language instead of scrubbing through transcripts, and a deal room centralizes recordings, transcripts, and related communications. Aviso ties these conversation insights back to pipeline health and forecasting so managers can connect rep behavior on calls to revenue outcomes. It is primarily aimed at mid-market and enterprise revenue teams that want a single AI-native platform rather than multiple point tools. Pricing varies by plan. Check the official website for current pricing.
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
Aviso AI 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 | Aviso AI | Zeplyn |
|---|---|---|
| Core capability | Records and transcribes online and in-person sales meetings | Recording-free structured note capture from client meetings |
| Standout feature | Sentiment and emotion analysis using text and acoustic markers | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | MIKI generative-AI assistant for natural-language querying of conversations | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Smart transcripts and auto-summaries with keywords and next steps | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Deal room centralizing recordings, transcripts, and deal communications | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Conversation insights tied to pipeline inspection and forecasting | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Aviso AI
Choose Aviso AI if you need revenue teams analyzing sales calls alongside pipeline and forecast data — strengths include connects conversation intelligence directly to forecasting and deal data.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Aviso AI
Zeplyn
It depends on your workflow. Aviso AI is strong for revenue teams analyzing sales calls alongside pipeline and forecast data, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Aviso AI 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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