Bliro: Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video. Jump: AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Bliro when field and in-person sales meetings that need automatic notes and crm updates matters most, and Jump when preparing advisors with briefings before client meetings matters most. Try them side by side on real calls before deciding — needs vary by team.
Bot-free AI meeting assistant that transcribes online and in-person conversations from device audio without recording audio or video.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Bliro is an AI meeting assistant that creates structured notes from both online and in-person conversations without sending a bot into the call. It runs as a desktop application that recognizes when a meeting is happening and taps the device's audio source directly to transcribe in real time, so it is not visible to other participants. A distinguishing feature is that Bliro does not store audio or video recordings at all; it transcribes and summarizes on the fly and discards the underlying media, which the company positions as a privacy safeguard for everyone in the meeting. Because it works from device audio, it supports effectively any meeting platform and softphone, plus face-to-face meetings captured via laptop, iPhone, or iPad. Bliro generates customizable AI summaries, drafts follow-ups, and can automatically sync notes to CRMs such as Salesforce, HubSpot, and Microsoft Dynamics, as well as tools like Slack and Confluence. Data processing is hosted on European servers with a GDPR focus. It is aimed primarily at sales teams and other professionals who need reliable, compliant notes across online and in-person settings. 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
Bliro 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 | Bliro | Jump |
|---|---|---|
| Core capability | Bot-free transcription from device audio for online and in-person meetings | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Does not store audio or video recordings | Auto-generated pre-meeting briefings and agendas |
| Team usage | Works across meeting tools, softphones, and face-to-face conversations | Compliance-ready documentation customized to firm standards |
| Integrations | Customizable AI summaries and automated follow-up drafts | Task and follow-up extraction synced to firm workflows |
| Languages & capture | CRM sync to Salesforce, HubSpot, and Microsoft Dynamics | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | EU-based data processing with a GDPR focus | Integrations with advisor CRMs and wealth management tools |
Bliro
Choose Bliro if you need field and in-person sales meetings that need automatic notes and crm updates — strengths include captures in-person meetings, not just video calls.
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.
Bliro
Jump
It depends on your workflow. Bliro is strong for field and in-person sales meetings that need automatic notes and crm updates, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Bliro 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.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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