FoCase Rec: FoCase Rec is a magnetic hardware recorder plus companion app that captures phone calls and in-person audio, then transcribes and summarizes the recordings using AI. 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 FoCase Rec when recording and documenting business or sales phone calls with searchable transcripts and summaries 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.
FoCase Rec is a magnetic hardware recorder plus companion app that captures phone calls and in-person audio, then transcribes and summarizes the recordings using AI.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
FoCase Rec is a hybrid hardware-and-software product for recording, transcribing, and summarizing conversations. The slim magnetic device attaches to the back of an iPhone and uses vibration-conduction technology to capture both sides of a phone call with a single button press, working around iOS call-recording restrictions without Bluetooth pairing for capture. It also doubles as a standalone voice recorder for lectures, meetings, and interviews, with dual-microphone noise reduction. Recordings sync to the FoCase Rec app, where OpenAI Whisper powers voice-to-text transcription across more than 100 languages, and GPT-based AI generates summaries and mind maps that extract key points. The app supports playback, simple editing, password protection, file transfer, and one-tap sharing of audio, transcripts, and summaries. It is aimed at professionals, sales and support staff, students, and anyone who needs documented records of calls and meetings. The recorder is a one-time purchase, and the company advertises free lifetime call recording plus included AI transcription and summarization up to a monthly minute allowance, avoiding recurring subscription fees.
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
FoCase Rec is a free tier with paid upgrades (paid); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | FoCase Rec | Zeplyn |
|---|---|---|
| Core capability | Magnetic phone-back recorder that captures both sides of iPhone calls with a single button press | Recording-free structured note capture from client meetings |
| Standout feature | Doubles as a standalone voice recorder for meetings, lectures, and interviews with dual-mic noise reduction | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | AI transcription via OpenAI Whisper supporting 100+ languages | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | AI summarization and mind-map generation using GPT to extract key points | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Companion app for playback, simple editing, file transfer, and one-tap sharing of audio, transcripts, and summaries | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Password protection for stored recordings | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
FoCase Rec
Choose FoCase Rec if you need recording and documenting business or sales phone calls with searchable transcripts and summaries — strengths include records phone calls on iphone without app-based workarounds or per-call fees, plus works for in-person audio.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
FoCase Rec
Zeplyn
It depends on your workflow. FoCase Rec is strong for recording and documenting business or sales phone calls with searchable transcripts and summaries, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
FoCase Rec 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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