Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Conveo when continuous consumer and ux research using video interviews at scale matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Conveo is an AI qualitative research platform that handles the full interview workflow, from recruiting participants to moderating conversations to analyzing results, with the goal of compressing research timelines from weeks to days. Its AI interviewer conducts real video, voice, and text conversations asynchronously, adapts the discussion guide in real time, and probes with contextual follow-up questions based on each participant's responses, supporting interviews across 50-plus languages end to end including the interviewer, transcripts, and reports. Researchers can upload a brief or business objective and have Conveo generate an interview guide, then begin fielding within roughly half an hour. Because it captures video alongside voice and text, the platform performs multi-signal analysis, reading tone, emotional cues, and behavior in addition to spoken content, and it links findings back to the source video moments so insights can be validated and shared. Automated outputs include executive summaries, thematic analysis, emotional insights, and quantitative data extraction. Conveo positions itself as an end-to-end platform for continuous research across consumer insights, UX, marketing, and product workflows. 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
Conveo 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 | Conveo | Zeplyn |
|---|---|---|
| Core capability | AI interviewer conducting asynchronous video, voice, and text interviews | Recording-free structured note capture from client meetings |
| Standout feature | Real-time discussion-guide adaptation with contextual follow-ups | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Multi-signal analysis of voice, video, tone, and behavior | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Automated executive summaries, thematic analysis, and quantitative extraction | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Findings linked back to source video moments | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | End-to-end recruiting, interviewing, and analysis in 50+ languages | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Conveo
Choose Conveo if you need continuous consumer and ux research using video interviews at scale — strengths include video capture enables emotional and behavioral analysis beyond transcript text.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Conveo
Zeplyn
It depends on your workflow. Conveo is strong for continuous consumer and ux research using video interviews at scale, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Conveo 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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