Bubbles: Async video and AI meeting notes 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 Bubbles when teams replacing status meetings with async video updates matters most, and Jump when preparing advisors with briefings before client meetings matters most. Trial each on a few real meetings before you commit — the better fit usually shows fast.
Async video and AI meeting notes with action items
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Bubbles is an AI meeting notetaker combined with an asynchronous screen and video recorder. For live meetings, it can automatically join and record calls on Google Meet, Microsoft Teams and Zoom, then produce AI-generated summaries and extract action items so participants do not have to take notes manually. Recordings, transcripts and notes are organized in a centralized workspace and tied to calendar events, making it easy to find and share what was discussed. Beyond live meetings, Bubbles is built around reducing the number of meetings teams hold: users can record short async videos with screen capture and voice, then collect threaded video and text replies, which lets routine updates, design feedback and quick questions happen without scheduling a call. It connects with calendars such as Google Calendar and Outlook and integrates with a wide range of other tools including Slack, Notion and Asana for routing notes and recordings into existing workflows. Bubbles is aimed at marketers, designers, product managers and other collaborative teams that want to cut meeting time while keeping a clear record of decisions and next steps. 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
Bubbles 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 | Bubbles | Jump |
|---|---|---|
| Core capability | Automatic meeting recording across Google Meet, Microsoft Teams and Zoom | AI notetaking and structured records from advisor-client meetings |
| Standout feature | AI-generated summaries and action item extraction | Auto-generated pre-meeting briefings and agendas |
| Team usage | Async screen and video recording for replacing live meetings | Compliance-ready documentation customized to firm standards |
| Integrations | Threaded video and text replies on recordings | Task and follow-up extraction synced to firm workflows |
| Languages & capture | Calendar integration with note and recording organization | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Integrations with Slack, Notion, Asana and many other tools | Integrations with advisor CRMs and wealth management tools |
Bubbles
Choose Bubbles if you need teams replacing status meetings with async video updates — strengths include combines live meeting notes with async video collaboration in one tool.
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.
Bubbles
Jump
It depends on your workflow. Bubbles is strong for teams replacing status meetings with async video updates, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Bubbles 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.
More head-to-head comparisons involving Bubbles and Jump.
Bubbles: Async video and AI meeting notes with action items BuildBetter: A no-bot meeting recorder (BB Recorder) that captures and processes calls locally on Mac, with optional cloud upload for team collaboration. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Bubbles: Async video and AI meeting notes with action items Buzz: Popular open-source desktop app that transcribes and translates audio offline on your own computer using OpenAI's Whisper. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Bubbles: Async video and AI meeting notes with action items CLOVA Note: South Korean AI meeting-minutes service by Naver that records meetings, transcribes speech, separates speakers, and generates summaries and action items. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Bubbles: Async video and AI meeting notes 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. Below, they line up on price, capture method, and how each fits a real meeting stack.
Bubbles: Async video and AI meeting notes with action items CallBro: Bot-free AI meeting assistant that transcribes calls from system audio and produces structured notes without joining the call. This comparison weighs them on pricing, features, and everyday workflow fit.
Bubbles: Async video and AI meeting notes with action items Callabo: Korean AI meeting-notes service from Return Zero that records, transcribes, summarizes, and analyzes meetings for individuals and teams. The right pick comes down to team size, budget, and the workflows you want to automate.
Bubbles: Async video and AI meeting notes with action items Canopy Notetaker: AI meeting assistant built for accounting firms that records client calls and produces accounting-specific summaries and tasks. The right pick comes down to team size, budget, and the workflows you want to automate.
Bubbles: Async video and AI meeting notes with action items CaptureMyMeeting: AI meeting assistant that imports Zoom and Webex cloud recordings to generate notes, action items, and insights. This comparison weighs them on pricing, features, and everyday workflow fit.
Bubbles: Async video and AI meeting notes with action items Carv: AI assistant for recruiters that records, transcribes, and takes notes during interviews and intake calls, then drafts documents and updates the ATS. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Bubbles: Async video and AI meeting notes with action items Castmagic: AI content platform that transcribes podcasts, videos, and recorded meetings with speaker diarization and turns them into show notes, summaries, and other assets. Below, they line up on price, capture method, and how each fits a real meeting stack.
Bubbles: Async video and AI meeting notes with action items Celeste AI: Brazilian Portuguese-focused AI voice and transcription platform offering on-demand transcription plus a meeting assistant and AI notes, with credit-based and subscription plans. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Bubbles: Async video and AI meeting notes with action items Choppity: AI video and audio platform that transcribes recordings, generates styled captions, and turns long-form content into short clips. Below, they line up on price, capture method, and how each fits a real meeting stack.