Dscout: Experience research platform for moderated interviews, diary studies, and usability testing with AI transcription, themes, and analysis. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Dscout when running and transcribing moderated user 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.
Experience research platform for moderated interviews, diary studies, and usability testing with AI transcription, themes, and analysis.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Dscout is an experience research platform that pairs human participant feedback with AI tools to help teams gather and analyze qualitative insights at scale. It supports a range of research methods, including live and uploaded moderated interviews, usability testing with heat maps and task success metrics, real-time site intercepts, field studies, diary studies with multiple activities, and media-rich surveys. For interviews, Dscout simplifies scheduling across time zones, integrates incentives, supports observers, and can capture both a participant's face and screen, and it also offers an AI Moderator that can autonomously guide participants, seek clarification, and capture feedback. On the analysis side, Dscout provides automated transcription, AI-generated summaries of open-ended and video responses, AI-generated themes presented as smart tags for pattern identification, and surfacing of notable moments that highlight strong opinions or surprising insights. Teams can recruit from Dscout's verified Scout participant pool or bring their own audience. Known historically for mobile and in-context research, Dscout positions itself as an AI-native platform that helps researchers capture high-fidelity feedback and move quickly from raw sessions to organized, analyzable insights. 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
Dscout 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 | Dscout | Zeplyn |
|---|---|---|
| Core capability | Moderated live and uploaded video interviews with observer support | Recording-free structured note capture from client meetings |
| Standout feature | AI Moderator that dynamically guides participants and captures feedback | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Automated transcription of interviews and responses | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | AI-generated summaries of open-ended and video responses | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | AI-generated themes as smart tags and surfaced notable moments | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Diary studies, usability testing, intercepts, and media-rich surveys | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Dscout
Choose Dscout if you need running and transcribing moderated user interviews — strengths include supports many research methods beyond interviews in one platform.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Dscout
Zeplyn
It depends on your workflow. Dscout is strong for running and transcribing moderated user interviews, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Dscout 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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