Evernote AI Meeting Notes: Evernote's built-in feature that records meeting audio, transcribes it with speaker recognition, and summarizes it inside your notes. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Evernote AI Meeting Notes when existing evernote users capturing meetings without adding another app 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.
Evernote's built-in feature that records meeting audio, transcribes it with speaker recognition, and summarizes it inside your notes.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
AI Meeting Notes is a feature built into Evernote, the long-running personal knowledge and note-taking application, that lets users capture meetings directly within their notes. For remote meetings it records audio from a web browser tab, and for in-person meetings it records through the device microphone; users can also upload pre-recorded audio files. Evernote then uses its AI Transcribe capability to convert the audio into text and can generate a summary, with optional speaker recognition that distinguishes between speakers (and lets users rename them so labels update across the transcript). A later addition lets users transcribe only a selected portion of a recording by choosing start and end timestamps. Because the feature lives inside Evernote, the resulting transcript and summary are saved as notes within the user's existing knowledge base, where they can be organized, searched, and connected to other material. AI Meeting Notes is aimed at existing Evernote users who want meeting capture without adopting a separate tool, and it is available on Mac, PC, and the web. 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
Evernote AI Meeting Notes 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 | Evernote AI Meeting Notes | Zeplyn |
|---|---|---|
| Core capability | Records remote meeting audio from a browser tab | Recording-free structured note capture from client meetings |
| Standout feature | Records in-person meetings via device microphone | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Upload of pre-recorded audio files | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | AI transcription with optional summaries | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Speaker recognition with editable speaker labels | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Selective transcription of a chosen time range | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Evernote AI Meeting Notes
Choose Evernote AI Meeting Notes if you need existing evernote users capturing meetings without adding another app — strengths include meeting capture lives inside an existing personal knowledge base, avoiding a separate tool.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Evernote AI Meeting Notes
Zeplyn
It depends on your workflow. Evernote AI Meeting Notes is strong for existing evernote users capturing meetings without adding another app, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Evernote AI Meeting Notes 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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