Cogram: AI platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls. Jump: AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Cogram when construction and engineering firms automating project meeting minutes 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 platform for the architecture, engineering and construction industry that automates meeting minutes and action items with strong privacy controls.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Cogram is an AI platform built for the architecture, engineering and construction (AEC) industry, with automated meeting minutes as one of its core capabilities. Its notetaker captures both virtual and in-person meetings and generates minutes, decisions and action items using the firm's own templates, so output matches the documentation formats AEC teams already use. For virtual meetings it works with Zoom and Google Meet, and it integrates with Microsoft Teams, Outlook and calendars, as well as industry tools such as Procore and Autodesk, so meeting outputs can flow into project workflows. Beyond minutes, Cogram offers an assistant, email management, and support for RFIs, submittals and field reports, positioning meeting documentation as part of a wider project-administration suite. Privacy and security are emphasized: the company states it does not train AI models on customer data, holds SOC 2 Type II certification, supports SSO, MFA and role-based access controls, uses strong encryption in transit and at rest, and offers private-cloud or on-premises deployment options. Cogram is aimed at architects, engineers, consultants and contractors who need accurate, template-driven meeting records within a security-conscious, industry-specific platform. 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
Cogram 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 | Cogram | Jump |
|---|---|---|
| Core capability | Automated meeting minutes for virtual and in-person meetings | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Template-driven notes, decisions and action item capture | Auto-generated pre-meeting briefings and agendas |
| Team usage | Integrations with Zoom, Google Meet, Microsoft Teams, Outlook, Procore and Autodesk | Compliance-ready documentation customized to firm standards |
| Integrations | Additional tools for RFIs, submittals, field reports and email management | Task and follow-up extraction synced to firm workflows |
| Languages & capture | SOC 2 Type II certification with SSO, MFA and role-based access controls | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Private-cloud or on-premises deployment options | Integrations with advisor CRMs and wealth management tools |
Cogram
Choose Cogram if you need construction and engineering firms automating project meeting minutes — strengths include tailored to aec documentation needs with customizable templates.
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.
Cogram
Jump
It depends on your workflow. Cogram is strong for construction and engineering firms automating project meeting minutes, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Cogram 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.
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