Cockatoo: AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries. 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 Cockatoo when transcribing recorded meetings and interviews into searchable, structured notes 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.
AI transcription and note-taking service that records and transcribes meetings and lectures, then turns them into structured notes and summaries.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Cockatoo is an AI transcription and note-taking service available through the web and an iOS app that converts spoken audio and video into text and structured notes. Users can record meetings and lectures directly or upload existing audio and video files in a wide range of formats, after which Cockatoo automatically generates a transcript with punctuation and capitalization, identifies speakers, and produces summaries with key takeaways and action items. Beyond transcription, the product offers voice typing, an AI chat agent for asking questions about content, full document translation across many languages, and video transcription with subtitles and captions. Transcripts and notes can be searched and exported to formats including PDF, DOCX, TXT, SRT, and audio, and the app syncs to the cloud. Cockatoo supports more than one hundred languages and is designed for individuals and professionals who need affordable, accurate transcription of recordings such as meetings, interviews, lectures, podcasts, and other spoken content. The service is operated by Cockatoo Inc. and is actively running in 2025 and 2026 at cockatoo.com. 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
Cockatoo 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 | Cockatoo | Jump |
|---|---|---|
| Core capability | Record or upload audio and video, then transcribe to structured text | AI notetaking and structured records from advisor-client meetings |
| Standout feature | AI summaries with key takeaways and action items | Auto-generated pre-meeting briefings and agendas |
| Team usage | Automatic speaker detection and punctuation | Compliance-ready documentation customized to firm standards |
| Integrations | AI chat agent and full document translation across 100+ languages | Task and follow-up extraction synced to firm workflows |
| Languages & capture | Video transcription with subtitles and captions | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Export to PDF, DOCX, TXT, SRT, and audio with cloud sync | Integrations with advisor CRMs and wealth management tools |
Cockatoo
Choose Cockatoo if you need transcribing recorded meetings and interviews into searchable, structured notes — strengths include handles both live recording and bulk upload of existing audio and video files.
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.
Cockatoo
Jump
It depends on your workflow. Cockatoo is strong for transcribing recorded meetings and interviews into searchable, structured notes, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Cockatoo 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.
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