CFAI: CFAI is a Windows desktop AI note taker that transcribes meetings and calls locally on-device with Faster Whisper, so audio never leaves the user's computer. 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 CFAI when capturing private meeting notes and summaries without a recording bot joining the call matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Run both through a week of actual calls to see which suits your workflow.
CFAI is a Windows desktop AI note taker that transcribes meetings and calls locally on-device with Faster Whisper, so audio never leaves the user's computer.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
CFAI (Cognitive Flow AI) is a Windows desktop application that acts as a privacy-focused AI meeting and call note taker. Instead of sending a bot into the call, it captures both microphone and system audio at the operating-system level, so no "recording started" notification appears and the tool works across Zoom, Teams, Google Meet, Discord, and any other call. Transcription runs locally on the device using Faster Whisper, with support for many languages, and CFAI states that the audio never leaves the user's computer. From the live transcript it produces speaker-labeled notes, AI summaries, and action items, and it can build a real-time "Cognitive Map" that visualizes the conversation's topics. Summaries can be generated by Claude in the cloud, or users can keep everything offline by connecting a local LLM through Ollama, LM Studio, or Jan.ai. It is aimed at professionals, educators, recruiters, and others who want meeting notes without bots or cloud audio uploads. CFAI is distributed via the Microsoft Store with a free trial and credit-based subscription tiers.
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
CFAI 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 | CFAI | Zeplyn |
|---|---|---|
| Core capability | Local on-device transcription using Faster Whisper, so audio never leaves the computer | Recording-free structured note capture from client meetings |
| Standout feature | Bot-free capture of microphone and system audio at the OS level (no 'recording started' notice) | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Speaker diarization with automatic speaker labels in transcripts | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | AI summaries and action items, generated by Claude or a local LLM | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Real-time 'Cognitive Map' that visualizes conversation topics and flow | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Works across any call platform including Zoom, Teams, Google Meet, and Discord | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
CFAI
Choose CFAI if you need capturing private meeting notes and summaries without a recording bot joining the call — strengths include local faster whisper transcription keeps meeting audio on-device for strong privacy.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
CFAI
Zeplyn
It depends on your workflow. CFAI is strong for capturing private meeting notes and summaries without a recording bot joining the call, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
CFAI 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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