Chime Note: Chime Note is a hardware AI voice recorder paired with an app that transcribes recordings and generates ChatGPT-powered summaries and translations. 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 Chime Note when recording and transcribing in-person meetings and interviews 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.
Chime Note is a hardware AI voice recorder paired with an app that transcribes recordings and generates ChatGPT-powered summaries and translations.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Chime Note (CHIME NOTE Pro) is a physical AI voice recorder paired with companion software for iOS, Android, and the web (CHIME Web at app.chimenote.com). Audio is captured by pressing a button on the pocket-sized device, which can attach magnetically to a phone via MagSafe and records calls and everyday conversations, storing audio locally before it is processed into text. The app uses GPT-4o for transcription and ChatGPT-based AI summaries, both offered as free, unlimited core services. Premium, pay-as-you-go features include real-time transcription during recording and voice translation, with the multi-language chatroom function supporting automatic translation across up to 107 languages. There is no mandatory subscription; purchased usage time does not expire. The device costs $189.99 (regularly $239.99) and ships with a one-year warranty and 30-day returns. Chime Note is marketed to students, professionals, neurodiverse individuals, and travelers who want hands-free capture of meetings, interviews, and conversations. No integrations with Zoom, Microsoft Teams, Google Meet, or calendars are documented.
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
Chime Note is a free tier with paid upgrades (paid); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Chime Note | Zeplyn |
|---|---|---|
| Core capability | GPT-4o transcription of recorded audio | Recording-free structured note capture from client meetings |
| Standout feature | ChatGPT-powered AI summaries | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Physical pocket recorder with MagSafe magnetic phone attachment | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Real-time transcription during recording (premium) | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Voice translation supporting up to 107 languages (premium) | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Companion apps for iOS, Android, and web | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Chime Note
Choose Chime Note if you need recording and transcribing in-person meetings and interviews — strengths include core recording, transcription, and ai summaries are free with no subscription required.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Chime Note
Zeplyn
It depends on your workflow. Chime Note is strong for recording and transcribing in-person meetings and interviews, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Chime Note 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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