Bold: Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items. Jump: AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Bold when capturing in-person meetings without sending a meeting bot 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 notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Bold (Bold: AI Meeting Note Taker) is an AI meeting assistant from Bold App Studios that records conversations directly on the user's device and then automatically transcribes and summarizes them rather than sending a bot into the call. It offers one-tap recording with real-time transcription, can capture audio in the background whether the screen is on or off, and supports uploading existing audio files for transcription. The app performs speaker detection and diarization across multiple participants, and its AI writes concise summaries that surface action items, decisions, and key insights. Notes are searchable and can be filtered by date, speaker, topic, or keyword, and recordings include replay with smart navigation. Bold supports shareable web links and integrations including Google Meet calendar connection, Notion, Slack, email, and PDF export, with customizable templates for organizing notes. The vendor states the app supports several languages including English, Spanish, French, German, Italian, Portuguese, and Japanese, and offers end-to-end encryption and privacy controls. Bold is available across iPhone, iPad, Mac, and Apple Vision Pro, with a free tier plus premium subscription options, and is actively maintained in 2025/2026. 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
Bold 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 | Bold | Jump |
|---|---|---|
| Core capability | One-tap on-device recording with real-time transcription | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Speaker detection and diarization for multiple participants | Auto-generated pre-meeting briefings and agendas |
| Team usage | AI summaries highlighting action items and decisions | Compliance-ready documentation customized to firm standards |
| Integrations | Background recording with screen on or off, plus audio-file upload | Task and follow-up extraction synced to firm workflows |
| Languages & capture | Searchable, filterable notes with shareable web links | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Integrations with Google Meet, Notion, Slack, email, and PDF export | Integrations with advisor CRMs and wealth management tools |
Bold
Choose Bold if you need capturing in-person meetings without sending a meeting bot — strengths include bot-free, on-device capture for in-person and virtual meetings.
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.
Bold
Jump
It depends on your workflow. Bold is strong for capturing in-person meetings without sending a meeting bot, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Bold 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.
More head-to-head comparisons involving Bold and Jump.
Bold: Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items. Boostlingo: Language access platform whose AI Pro engine delivers live AI captioning, translation, and transcription for meetings, webinars, and events. The right pick comes down to team size, budget, and the workflows you want to automate.
Bold: Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items. BriefMe: Italian mobile app that records conversations, transcribes them automatically, and generates AI summaries with key points, decisions, and action items. Below, they line up on price, capture method, and how each fits a real meeting stack.
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Bold: Bot-free AI notetaker by Bold App Studios that records meetings on-device, transcribes with speaker detection, and writes summaries with action items. Calendly Notetaker: An AI meeting notetaker built into the Calendly scheduling platform that records meetings and generates summaries, transcripts, and action items. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
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