Attio Call Intelligence: Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically. Jump: AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates. 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 Attio Call Intelligence when recording sales calls and linking them automatically to attio deals 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.
Attio's native call intelligence records, transcribes, and summarizes meetings and syncs every conversation to the Attio CRM automatically.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Attio Call Intelligence is a meeting-capture capability built into the Attio CRM, aimed at startups and modern go-to-market teams that manage their customers and deals in Attio. The recorder automatically joins meetings on Zoom, Google Meet, and Microsoft Teams, transcribes the conversation, and stores the recording directly within the CRM, with transcription available across a large number of languages. During and after a call, Attio generates conversation summaries and can apply custom AI insight templates that pull out key details, buying signals, blockers, and recommended next steps tailored to different call types. Its defining feature is automatic linkage: calls are tied to the relevant deals, people, and organizations in Attio, and AI can trigger follow-ups, create entries, and set reminders through Attio's flexible data objects and workflows, so teams do not have to log calls by hand. Recordings are visible to workspace members and can be shared externally. Attio Call Intelligence is built for revenue teams that want call recordings, transcripts, and AI insights connected to their CRM data and automation rather than living in a separate notetaking tool. 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
Attio Call Intelligence 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 | Attio Call Intelligence | Jump |
|---|---|---|
| Core capability | Recorder auto-joins Zoom, Google Meet, and Microsoft Teams | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Transcription supporting a large set of languages | Auto-generated pre-meeting briefings and agendas |
| Team usage | Real-time and post-call conversation summaries | Compliance-ready documentation customized to firm standards |
| Integrations | Custom AI insight templates per call type | Task and follow-up extraction synced to firm workflows |
| Languages & capture | Automatic linking of calls to deals, people, and organizations | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | AI-triggered follow-ups, entries, and reminders via Attio workflows | Integrations with advisor CRMs and wealth management tools |
Attio Call Intelligence
Choose Attio Call Intelligence if you need recording sales calls and linking them automatically to attio deals — strengths include calls, transcripts, and insights sync natively into the attio crm.
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.
Attio Call Intelligence
Jump
It depends on your workflow. Attio Call Intelligence is strong for recording sales calls and linking them automatically to attio deals, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Attio Call Intelligence 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.
You can — some teams pair them when each covers a different part of the meeting workflow.
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