Acta.ai: India-built AI meeting assistant that joins calls, transcribes, and produces role-specific summaries, decisions, and action items. Jump: AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates. Below, they line up on price, capture method, and how each fits a real meeting stack.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Acta.ai when sales discovery calls that need deal briefs and follow-up tasks matters most, and Jump when preparing advisors with briefings before client meetings matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
India-built AI meeting assistant that joins calls, transcribes, and produces role-specific summaries, decisions, and action items.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Acta.ai is an AI meeting assistant developed by Agilean Solutions Private Limited, an India-based company. It connects to a user's Google or Microsoft account and calendar, and its agent automatically joins scheduled meetings on Google Meet, Microsoft Teams, and Zoom. After a meeting, Acta.ai records and transcribes the conversation and then analyzes it to generate a concise summary, a list of decisions, and actionable tasks. A distinguishing element is its persona-based approach: the platform offers domain-specific agents oriented toward business functions such as Sales, Engineering, Recruiting, Project Management, Finance, Customer Support, and HR, with the ability to convert discussions into role-appropriate outputs like product requirement notes, ticket-style items, deal briefs, or assessment reports. It also includes an 'Ask Acta' assistant for querying meeting content and provides a Chrome extension. Acta.ai is positioned for cross-functional teams that want meetings translated into structured follow-up work rather than only a raw transcript, and it markets itself around moving from 'what was said' to 'what needs to be done.' The product is actively operating, offering a free trial alongside paid tiers. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Jump is an AI meeting assistant designed specifically for financial advisors and wealth management professionals. Launched in 2024, it focuses on the administrative work that surrounds client meetings: it records and transcribes conversations, generates structured notes, identifies tasks and follow-ups, drafts follow-up emails, and produces compliance-ready documentation tailored to a firm's standards. Jump also prepares advisors before meetings with auto-generated briefings and helps structure agendas, then turns the discussion into trackable tasks that sync into the firm's existing workflows. It works across Zoom, Microsoft Teams, and in-person meetings, and integrates with advisor tooling and CRMs so that meeting outcomes flow automatically into the systems advisors already use, including platforms commonly found in wealth management stacks. The product targets the specific regulatory and documentation needs of financial services, where accurate records and compliance are essential, and it is used by advisors at large enterprise firms as well as independent practices. Jump is intended for financial advisors, their teams, and the firms that support them who want to cut the time spent on post-meeting admin and compliance paperwork while keeping client records consistent. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Acta.ai is a free tier with paid upgrades (freemium); Jump is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Acta.ai | Jump |
|---|---|---|
| Core capability | Automatic meeting join, recording, and transcription across Google Meet, Microsoft Teams, and Zoom | AI notetaking and structured records from advisor-client meetings |
| Standout feature | AI-generated summaries with key topics and takeaways | Auto-generated pre-meeting briefings and agendas |
| Team usage | Action item generation and tracking | Compliance-ready documentation customized to firm standards |
| Integrations | Persona-based agents for functions like Sales, Engineering, Finance, and HR | Task and follow-up extraction synced to firm workflows |
| Languages & capture | 'Ask Acta' assistant for querying meeting insights | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Chrome extension and calendar integration | Integrations with advisor CRMs and wealth management tools |
Acta.ai
Choose Acta.ai if you need sales discovery calls that need deal briefs and follow-up tasks — strengths include built and operated from india with a focus on turning meetings into structured follow-up work.
Jump
Choose Jump if you need generating compliant meeting notes and records for client reviews — strengths include purpose-built for financial advisors' compliance and documentation needs.
Acta.ai
Jump
It depends on your workflow. Acta.ai is strong for sales discovery calls that need deal briefs and follow-up tasks, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Acta.ai is a free tier with paid upgrades and Jump 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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