Cluely: Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls. 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 Cluely when getting live transcripts and notes of sales, client, or team calls matters most, and Jump when preparing advisors with briefings before client meetings matters most. Run both through a week of actual calls to see which suits your workflow.
Cluely is a real-time AI meeting assistant that runs as a desktop overlay to provide live transcription, automatic meeting notes, and on-demand AI answers during calls.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Cluely is a real-time AI meeting assistant that runs as a desktop overlay (plus an iOS app) rather than joining calls as a visible bot. During a meeting it provides live transcription, automatically generates meeting notes and summaries, and surfaces on-demand AI answers when you press Cmd/Ctrl+Enter (for example, suggesting what to say or follow-up questions). It works across common conferencing tools including Zoom, Google Meet, Microsoft Teams, Webex, and Slack, and supports more than 12 languages such as English, Chinese, and Spanish. Cluely lets users add custom prompting and keybinds and upload reference files. A free Starter plan offers limited AI responses, limited notetaking, and up to three custom files. A notable positioning point is that the app is marketed as "undetectable" and designed to stay invisible to screen sharing and not appear in screen shares, a capability fully unlocked on its top tier.
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
Cluely is from $0/mo (freemium); Jump is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Cluely | Jump |
|---|---|---|
| Core capability | Live transcription | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Real-time meeting notes | Auto-generated pre-meeting briefings and agendas |
| Team usage | On-demand AI answers | Compliance-ready documentation customized to firm standards |
| Integrations | Multi-language support | Task and follow-up extraction synced to firm workflows |
| Languages & capture | Custom prompting and keybinds | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Live transcription | Integrations with advisor CRMs and wealth management tools |
Cluely
Choose Cluely if you need getting live transcripts and notes of sales, client, or team calls — strengths include works across major conferencing tools (zoom, google meet, microsoft teams, webex, slack).
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.
Cluely
Jump
It depends on your workflow. Cluely is strong for getting live transcripts and notes of sales, client, or team calls, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Cluely is from $0/mo 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.
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