Webex AI Assistant: The AI assistant built into the Cisco Webex Suite, providing real-time transcription, automatic meeting summaries, highlights, and action items across Webex meetings, messaging, and calling. Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Webex AI Assistant when automatically capturing transcripts, summaries, and action items from webex meetings 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.
The AI assistant built into the Cisco Webex Suite, providing real-time transcription, automatic meeting summaries, highlights, and action items across Webex meetings, messaging, and calling.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Webex AI Assistant (the Cisco AI Assistant) is built into the Webex Suite, adding AI features to Webex Meetings, Messaging, and Calling rather than working as a standalone app for other platforms. In meetings it provides real-time transcription, automatic meeting summaries, highlights, notes, and action item tracking, and it lets participants ask questions about what was discussed without interrupting the meeting. It can generate post-meeting summaries within recordings, including transcripts, notes, action items, and chapters, and it offers message summaries in Webex messaging. The AI Assistant is included on paid Webex plans (Webex Meet, Webex Suite, and Webex Enterprise); the free Webex plan does not include it. Paid plans add AI-powered cloud recording (10 GB on Webex Meet), closed captions, and longer meetings. Real-time translation to 100+ languages is available as a separate paid add-on.
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
Webex AI Assistant is from $12/mo (paid); Zeplyn is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Webex AI Assistant | Zeplyn |
|---|---|---|
| Core capability | Meeting summaries | Recording-free structured note capture from client meetings |
| Standout feature | Real-time transcription | Support for virtual meetings, in-person meetings, and dictations |
| Team usage | Highlights & action items | Automatic generation of tasks, updates, and follow-up emails |
| Integrations | In-meeting Q&A | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox |
| Languages & capture | Message summaries | Pre-meeting smart client summaries and discussion agendas |
| Best-fit workflow | Meeting summaries | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar |
Webex AI Assistant
Choose Webex AI Assistant if you need automatically capturing transcripts, summaries, and action items from webex meetings — strengths include built directly into webex, so transcription and summaries work without a third-party bot joining the call.
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
Webex AI Assistant
Zeplyn
It depends on your workflow. Webex AI Assistant is strong for automatically capturing transcripts, summaries, and action items from webex meetings, while Zeplyn is strong for capturing structured notes from client review and prospect meetings. Both transcribe and summarize meetings.
Webex AI Assistant is from $12/mo 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.
More head-to-head comparisons involving Webex AI Assistant and Zeplyn.
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