DoReveal: An AI-powered qualitative research platform that transcribes and analyzes interviews, focus groups, and meeting recordings to surface themes and insights. 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 DoReveal when transcribing and analyzing in-depth interviews and focus groups for ux or market research 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.
An AI-powered qualitative research platform that transcribes and analyzes interviews, focus groups, and meeting recordings to surface themes and insights.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
DoReveal is a web-based AI platform built for qualitative researchers who need to turn interviews, focus groups, and meeting recordings into structured insights. Users upload audio and video files, paste or import transcripts, or connect Zoom recording links; the platform also offers a bot for live meeting recordings, with live capture via Zoom, Teams, and Google Meet described as coming soon. It transcribes the audio, automatically identifies speakers and distinguishes moderators from participants, and accepts input in over 100 languages with analysis output in around 10 languages. Analysis features include structured research grids, thematic pattern discovery, automated codebook generation, persona and journey-map building, a quote finder with audio/video clip creation, report generation, and an AI chat for interrogating data using frameworks such as Jobs-to-Be-Done and Emotional Laddering. It targets freelance researchers, research agencies, in-house teams, and academics across sectors like pharmaceuticals, technology, and consulting. The company states user data is never used to train models, offers automatic PHI/PII redaction, and encrypts data at rest and in transit.
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
DoReveal 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 | DoReveal | Zeplyn |
|---|---|---|
| Core capability | Transcription with automatic speaker identification, distinguishing moderators from participants | Recording-free structured note capture from client meetings |
| Standout feature | Support for audio/video uploads, pasted or imported transcripts, and Zoom recording links | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | AI chat to interrogate data, compare cohorts, and trace evidence to source quotes | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Automated codebook generation, thematic analysis, and structured research grids | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Quote finder with audio/video clip creation and automated report generation | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Input support for 100+ languages with analysis output in multiple languages | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
DoReveal
Choose DoReveal if you need transcribing and analyzing in-depth interviews and focus groups for ux or market research — strengths include purpose-built for qualitative research workflows such as interviews and focus groups, beyond simple meeting notes.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
DoReveal
Zeplyn
It depends on your workflow. DoReveal is strong for transcribing and analyzing in-depth interviews and focus groups for ux or market research, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
DoReveal 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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