Carv: AI assistant for recruiters that records, transcribes, and takes notes during interviews and intake calls, then drafts documents and updates the ATS. 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 Carv when transcribing and summarizing candidate interviews hands-free matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Try them side by side on real calls before deciding — needs vary by team.
AI assistant for recruiters that records, transcribes, and takes notes during interviews and intake calls, then drafts documents and updates the ATS.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Carv is an AI platform for recruiters that records, transcribes, and takes notes during interviews, intake calls, and hiring meetings so recruiters can stay present in the conversation rather than typing notes. During candidate interviews it captures a full verbatim transcript, flags any planned questions that went unanswered at the end of the call, and uses the transcript to auto-generate a candidate profile. For intake calls with hiring managers, Carv captures the requirements discussed and can automatically draft a job description in the recruiter's own style and tone of voice. Beyond note-taking, Carv positions itself as an agentic recruiting assistant that takes over repetitive administrative work, from document creation to updating the applicant tracking system, and includes an AI companion that carries context about how the user works. The platform integrates with ATS and HR systems and offers analytics and insights across recruiting activity. By turning recruiting conversations into structured notes, profiles, and documents, Carv aims to cut down on coordination and admin time so recruiters can focus on connecting with candidates and hiring managers. 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
Carv 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 | Carv | Zeplyn |
|---|---|---|
| Core capability | Records, transcribes, and takes notes during interviews, intakes, and meetings | Recording-free structured note capture from client meetings |
| Standout feature | Full verbatim interview transcription with unanswered-question flagging | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Auto-generated candidate profiles from interview transcripts | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Automatic job description drafting from intake calls | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | ATS and HR system integrations with automated updates | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | AI companion that retains context on the recruiter's workflow | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Carv
Choose Carv if you need transcribing and summarizing candidate interviews hands-free — strengths include captures both candidate interviews and hiring-manager intake calls.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Carv
Zeplyn
It depends on your workflow. Carv is strong for transcribing and summarizing candidate interviews hands-free, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Carv 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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