Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. 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 Genio when university students recording and reviewing lectures matters most, and Zeplyn when automatically logging meeting outcomes and tasks in an advisor crm matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Genio, formerly known as Glean, is an assistive note-taking platform that helps students capture and learn from lectures and classes. It records class audio and provides live captions during the session, then generates a full transcript afterward, letting students focus on understanding rather than frantically writing notes. Genio lets learners add their own notes, organize material with AI-generated outlines, import slides and reading material, and review with study features such as quizzing, tying recorded audio together with class content. The platform is widely used by students, including learners with specific learning difficulties, and is adopted by educational institutions that provide it as a study and accessibility support tool. It works online or offline across devices, which suits classroom and lecture-hall environments. Genio is positioned as a mainstream learning tool that also supports accessibility needs. It is actively operating in 2025 and 2026, reporting use by well over a hundred thousand students and more than a thousand institutions, with active sign-in, pricing, and ongoing product development. 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
Genio 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 | Genio | Zeplyn |
|---|---|---|
| Core capability | Class and lecture audio recording with live captions | Recording-free structured note capture from client meetings |
| Standout feature | Full transcript generation after the session | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | AI outlines and student-added notes tied to the recording | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Import of slides and reading materials into notes | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Offline and cross-device capture for classrooms | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Class and lecture audio recording with live captions | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Genio
Choose Genio if you need university students recording and reviewing lectures — strengths include purpose-built for education and lecture capture.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Genio
Zeplyn
It depends on your workflow. Genio is strong for university students recording and reviewing lectures, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Genio 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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