Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. daisee: Daisee is an AI voice analytics and contact centre quality assurance platform that transcribes and automatically scores 100% of customer calls and chats. 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 Zeplyn when capturing structured notes from client review and prospect meetings matters most, and daisee when monitoring regulatory compliance and flagging high-risk customer calls in sectors like finance and insurance matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs.
Daisee is an AI voice analytics and contact centre quality assurance platform that transcribes and automatically scores 100% of customer calls and chats.
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
Daisee is an Australian (Sydney-based) AI software company offering a cloud-based voice analytics and contact centre quality assurance platform. It captures audio by having organisations upload call recordings to a secure cloud endpoint, then transcribes the conversations using speech-to-text technology. Rather than reviewing only a sample of interactions, Daisee analyses 100 percent of calls and chat sessions, applying natural language processing and sentiment analysis to surface why customers are getting in touch. Core capabilities include a Programmable Scorecard that automates agent evaluation, daisee Essence for categorising call reasons and root-cause drivers, daisee Predictors for flagging likely complaints and churn, plus a Scorecard Builder and Report Builder for custom QA workflows. It supports both voice and chat channels and integrates with platforms such as Genesys Cloud, with partnerships listed including Microsoft and AWS. Daisee is aimed at contact centres and customer-experience teams in regulated sectors like financial services and insurance that need compliance monitoring, agent coaching insights, and automated quality assurance at scale.
Best suited for
Zeplyn is a free tier with paid upgrades (freemium); daisee is custom pricing (contact sales). Always confirm current pricing on each vendor's site before buying.
| Feature | Zeplyn | daisee |
|---|---|---|
| Core capability | Recording-free structured note capture from client meetings | Automated transcription of 100% of voice calls |
| Standout feature | Support for virtual meetings, in-person meetings, and dictations | Programmable Scorecard for automated agent quality evaluation |
| Team usage | Automatic generation of tasks, updates, and follow-up emails | Sentiment analysis and emotion detection across interactions |
| Integrations | One-click CRM sync with Salesforce, Redtail, HubSpot, and Wealthbox | Compliance monitoring that flags high-risk and non-compliant calls |
| Languages & capture | Pre-meeting smart client summaries and discussion agendas | Chat interaction analysis alongside voice |
| Best-fit workflow | Integrations with Gmail, Outlook, Zoom, Teams, and Google Calendar | Custom Report Builder and Scorecard Builder with industry templates |
Zeplyn
Choose Zeplyn if you need capturing structured notes from client review and prospect meetings — strengths include built specifically for wealth management workflows.
daisee
Choose daisee if you need automating quality assurance and agent scoring across an entire contact centre's call volume — strengths include analyses every interaction rather than a manual sample, reducing qa workload.
Zeplyn
daisee
It depends on your workflow. Zeplyn is strong for capturing structured notes from client review and prospect meetings, while daisee is strong for automating quality assurance and agent scoring across an entire contact centre's call volume. Both transcribe and summarize meetings.
Zeplyn is a free tier with paid upgrades and daisee is custom pricing. Check each vendor's pricing page for the latest plans and free-tier limits.
You can — some teams pair them when each covers a different part of the meeting workflow.
More head-to-head comparisons involving Zeplyn and daisee.
Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. Zocks: Privacy-first AI assistant for financial advisors that automates client meeting notes, follow-ups, forms, and CRM updates. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. Zoho Meeting AI Transcription: Zoho Meeting's AI transcription turns online meetings and webinars into transcripts and auto-generated keynotes within the Zoho conferencing platform. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. aTrain: Open-source offline transcription tool from the University of Graz that turns recorded meetings and interviews into text using Whisper and speaker detection. The right pick comes down to team size, budget, and the workflows you want to automate.
Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. aiOla: Voice AI platform for field teams that captures spoken post-meeting debriefs and pushes data into CRM. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. iFLYTEK AINOTE Air 2: Ultra-thin AI digital notebook from iFLYTEK that records meetings, transcribes voice to text, and syncs to a companion app. Below, they line up on price, capture method, and how each fits a real meeting stack.
Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. iFlyRec: iFLYTEK's Chinese AI transcription platform for recording-to-text, meeting minutes, and multilingual translation. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. iMemo: Cross-platform AI recorder that turns meetings, lectures, and imported files into searchable transcripts and summaries. The right pick comes down to team size, budget, and the workflows you want to automate.
Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. ibisScribe: Japanese browser-based AI meeting minutes tool from Ibis Inc. that transcribes, identifies speakers, and auto-generates summaries without installing an app or adding a bot. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. joinly: Open-source, self-hostable connector that lets AI agents join Google Meet, Zoom, and Microsoft Teams calls to transcribe, listen, and act in real time via MCP. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. meetXcc: Bot-free Chrome extension that joins Google Meet invisibly, transcribes in many languages, and turns conversations into structured notes, mind maps, and action items. The right pick comes down to team size, budget, and the workflows you want to automate.
Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. meetergo: German GDPR-focused scheduling platform whose meetergo Log component adds local, bot-free meeting transcription and AI-generated minutes. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Zeplyn: AI meeting assistant for wealth managers that captures structured notes without recording and syncs them to advisor CRMs. monday.com AI Notetaker: monday.com's native AI Notetaker joins video calls to transcribe, summarize, and turn discussions into action items inside the monday.com work platform. The right pick comes down to team size, budget, and the workflows you want to automate.