CreateWise AI: CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes. 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 CreateWise AI when turning podcast episodes into transcripts, show notes, and chapters 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.
CreateWise AI is a web-based AI podcast editor that transcribes audio, generates show notes, and produces social clips from recorded episodes.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
CreateWise AI is a web-based platform that automates podcast post-production and content repurposing. Users upload an audio or video file, paste a YouTube link, or import via RSS feed, and the tool generates fully editable transcripts with speaker diarization. From a single episode it produces show notes, AI-generated summaries, chapter segmentation formatted for platforms like Spotify and YouTube, SEO-oriented keywords and metadata, and highlight clips sized for TikTok, Instagram, and YouTube. Its AI audio editing detects and removes filler words such as "um" and "uh" along with long silences. The product is aimed at podcasters, content creators, and marketing teams who want to turn long-form recordings into multiple distribution-ready assets with minimal manual editing. It is offered as a self-serve web application with a free tier and paid subscription plans. Note that CreateWise focuses on recorded podcast audio rather than live meetings; it does not join video calls or provide a real-time meeting recording bot, but its transcription and notes capabilities overlap with the meeting-assistant category.
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
CreateWise 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 | CreateWise AI | Zeplyn |
|---|---|---|
| Core capability | Editable transcripts with speaker diarization | Recording-free structured note capture from client meetings |
| Standout feature | Auto-generated show notes and episode summaries | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Chapter segmentation for Spotify and YouTube | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | AI highlight clip generation for TikTok, Instagram, and YouTube | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Automatic removal of filler words and silences | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Audio import via file upload, YouTube link, or RSS feed | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
CreateWise AI
Choose CreateWise AI if you need turning podcast episodes into transcripts, show notes, and chapters — strengths include repurposes one recording into multiple content assets in one workflow.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
CreateWise AI
Zeplyn
It depends on your workflow. CreateWise AI is strong for turning podcast episodes into transcripts, show notes, and chapters, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
CreateWise 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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