Voicy: Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application. 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 Voicy when drafting emails, documents, and chat messages by voice instead of typing 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.
Voicy is a privacy-focused AI dictation app and Chrome extension that turns speech into formatted text inside any website or desktop application.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Voicy is a cross-platform AI speech-to-text (dictation) tool that lets you write with your voice instead of typing. It runs as a desktop app for Mac, Windows, and Linux, plus a Chrome extension, and also has iOS and Microsoft Store versions. Once active, you trigger dictation system-wide and speak into whatever app or website you're using — email clients, word processors, chat tools, note apps, AI assistants, IDEs, and many others, advertised as 20,000+ destinations. Voicy transcribes in real time using cloud processing, automatically adding punctuation, fixing grammar, and formatting the result, with support for dozens of languages. It also offers AI editing commands, letting you reshape dictated text (for example into bullet points) right after speaking. On privacy, the company states transcripts and recordings are stored only locally on your device and voice data is not used to train AI models, though speech is sent to the cloud for processing. It's aimed at writers, professionals, and anyone who wants to draft faster than typing across their existing tools.
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
Voicy 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 | Voicy | Zeplyn |
|---|---|---|
| Core capability | System-wide voice dictation across desktop apps, browsers, and websites | Recording-free structured note capture from client meetings |
| Standout feature | Chrome extension plus Mac, Windows, and Linux desktop apps (also iOS and Microsoft Store) | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Automatic punctuation, grammar correction, and formatting | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | Real-time cloud transcription with multi-language support | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Inline AI editing commands to reformat dictated text (e.g. bullet points) | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Local-only storage of transcripts with no use of voice data for AI training | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Voicy
Choose Voicy if you need drafting emails, documents, and chat messages by voice instead of typing — strengths include works inside virtually any app or website rather than a single editor.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Voicy
Zeplyn
It depends on your workflow. Voicy is strong for drafting emails, documents, and chat messages by voice instead of typing, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Voicy 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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