Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. 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 Cleft Notes when capturing post-meeting recaps and action items by voice 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.
AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Cleft Notes is an AI-powered voice-note app that captures spoken thoughts, meeting recaps, and other audio and converts them into structured, readable notes. Users record by speaking, and the app transcribes the audio and reshapes it into organized output, offering formats such as bulleted and headed notes, flowing paragraphs without bullets, or a cleaned-up verbatim transcript. It performs transcription on-device, which allows it to work offline and supports a privacy-focused approach, with encrypted cloud sync and local file storage that users control. Cleft integrates with a range of productivity tools, including Notion, Apple Notes, Obsidian, Todoist, and automation via Zapier, so notes can flow into existing workflows. The app is available across the Apple ecosystem, including iPhone, iPad, Mac, Apple Watch, and CarPlay, making it convenient to capture thoughts hands-free. While it is broadly a voice-to-notes tool, it is commonly used to capture meeting summaries and post-meeting recaps, and it is aimed at professionals and individuals who think out loud and want spoken input turned into well-formatted notes rather than raw recordings. 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
Cleft Notes 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 | Cleft Notes | Jump |
|---|---|---|
| Core capability | On-device transcription that works offline | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Multiple output formats: organized, no-bullets, or verbatim | Auto-generated pre-meeting briefings and agendas |
| Team usage | Encrypted cloud sync with user-controlled local storage | Compliance-ready documentation customized to firm standards |
| Integrations | Integrations with Notion, Apple Notes, Obsidian, Todoist, and Zapier | Task and follow-up extraction synced to firm workflows |
| Languages & capture | Available on iPhone, iPad, Mac, Apple Watch, and CarPlay | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Hands-free voice capture of thoughts and meeting recaps | Integrations with advisor CRMs and wealth management tools |
Cleft Notes
Choose Cleft Notes if you need capturing post-meeting recaps and action items by voice — strengths include on-device transcription enables offline use and privacy.
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.
Cleft Notes
Jump
It depends on your workflow. Cleft Notes is strong for capturing post-meeting recaps and action items by voice, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Cleft Notes 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.
More head-to-head comparisons involving Cleft Notes and Jump.
Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. ClickUp AI Notetaker: ClickUp's built-in AI Notetaker captures meeting recordings, transcripts, and summaries and connects them to ClickUp Docs and tasks. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. Clipto: Mac-based AI transcription and knowledge assistant that indexes and searches meetings, interviews, podcasts, lectures, and other audio/video locally on-device. Below, they line up on price, capture method, and how each fits a real meeting stack.
Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. Close Notetaker: An AI notetaker built into Close CRM that automatically transcribes and summarizes sales calls and meetings inside the CRM. This comparison weighs them on pricing, features, and everyday workflow fit.
Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. Coach Pilot: AI sales coaching agent that joins calls, coaches reps in real time, updates the CRM, and scores deals. Which one wins depends on your platform mix, budget, and how hands-off you want notes to be.
Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. Cockatoo: AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries. The right pick comes down to team size, budget, and the workflows you want to automate.
Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. Coconote: AI note taker by Quizlet that turns lectures, meetings, documents, videos, and audio into organized notes, transcripts, and study materials. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. CogniCor: AI assistant for financial advisors that automates meeting prep, note-taking, follow-ups, and forms inside the CRM. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. Below, they line up on price, capture method, and how each fits a real meeting stack.
Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. ColdCALR: AI cold-call roleplay and training tool where reps practice scripts against AI prospects and get scored on technique. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. Comulytic Note Pro: Card-thin AI voice recorder and companion app that records, transcribes, and summarizes meetings, calls, and client conversations. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. Condens: UX research platform for storing, transcribing, tagging, and analyzing user interviews in a searchable, collaborative repository. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
Cleft Notes: AI voice-note app that turns spoken thoughts and meeting audio into structured, organized notes. Conveo: AI-led qualitative research platform that runs video, voice, and text interviews and analyzes every signal for insights at speed. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.