Basil AI: On-device AI note taker for Apple devices that transcribes and summarizes meetings entirely offline, with no cloud upload. 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 Basil AI when transcribing confidential client meetings where data must stay on-device 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.
On-device AI note taker for Apple devices that transcribes and summarizes meetings entirely offline, with no cloud upload.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Basil AI (Basil Private AI Note Taker) is a privacy-first AI transcription and note-taking application that processes all audio locally on Apple devices using Apple's on-device speech and machine-learning frameworks. Because recordings, transcripts, and summaries never leave the device and no cloud servers are involved, Basil is positioned for privacy-conscious professionals handling sensitive conversations, including lawyers conducting client meetings and other client-services practitioners where confidentiality matters. The app records live meetings and can also process uploaded audio and DRM-free video files, then generates transcripts with speaker diarization plus AI summaries and key takeaways. It supports a large set of languages and can work offline, including in airplane mode. Outputs can be exported to formats such as text, PDF, CSV, and JSON, and integrated with Apple's ecosystem (Apple Notes, iCloud Drive, Files). Basil is distributed on the Apple App Store by TONSOR LLC and is available as a universal app across iPhone, iPad, Mac, and Apple Vision, with recent iOS, iPadOS, macOS, and visionOS versions required. 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
Basil 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 | Basil AI | Jump |
|---|---|---|
| Core capability | 100% on-device transcription with no cloud upload | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Speaker diarization to separate participants automatically | Auto-generated pre-meeting briefings and agendas |
| Team usage | AI-generated summaries, minutes, and key takeaways | Compliance-ready documentation customized to firm standards |
| Integrations | Support for recording live meetings and uploading audio/video files | Task and follow-up extraction synced to firm workflows |
| Languages & capture | Multi-language support and offline (airplane-mode) operation | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Export to text, PDF, CSV, and JSON, plus Apple Notes/iCloud/Files | Integrations with advisor CRMs and wealth management tools |
Basil AI
Choose Basil AI if you need transcribing confidential client meetings where data must stay on-device — strengths include strong privacy posture since data never leaves the device.
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.
Basil AI
Jump
It depends on your workflow. Basil AI is strong for transcribing confidential client meetings where data must stay on-device, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Basil 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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