CraftNote: A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms. 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 CraftNote when automatically transcribing and summarizing online meetings across multiple platforms 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.
A cross-platform AI meeting assistant that transcribes and summarizes conversations, identifies speakers, and can join calls on major meeting platforms.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
CraftNote is an AI-powered meeting assistant available on the web, iOS, and Android that captures, transcribes, and analyzes conversations in real time and converts them into organized notes. It generates structured summaries suited to follow-ups and action items, identifies speakers, and supports a wide range of languages with automatic detection. A meeting bot can join calls on platforms including Google Meet, Zoom, Microsoft Teams, Slack Huddles, Webex, and Discord to capture full transcripts and summaries automatically, and the browser-based app lets users record, transcribe, and summarize without a download while syncing across phone and tablet. CraftNote also offers customizable note templates such as to-do lists, minutes, and executive briefs, an AI chat interface for querying recorded content, and export options including PDF, DOCX, and shareable links. The app is developed by Joyolabs and became available on Google Play in mid-2025. It is positioned for busy professionals who want meeting documentation handled automatically across both online calls and in-person conversations, with encrypted storage and privacy protections for stored content. 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
CraftNote 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 | CraftNote | Jump |
|---|---|---|
| Core capability | Real-time transcription and AI-generated summaries | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Meeting bot for Google Meet, Zoom, Microsoft Teams, Webex, Slack Huddles, and Discord | Auto-generated pre-meeting briefings and agendas |
| Team usage | Speaker identification and multi-language support with auto-detection | Compliance-ready documentation customized to firm standards |
| Integrations | Customizable note templates such as minutes, to-do lists, and executive briefs | Task and follow-up extraction synced to firm workflows |
| Languages & capture | AI chat for querying recorded content | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Export to PDF and DOCX and shareable links; web, iOS, and Android apps | Integrations with advisor CRMs and wealth management tools |
CraftNote
Choose CraftNote if you need automatically transcribing and summarizing online meetings across multiple platforms — strengths include works across web, ios, and android with cross-device sync.
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.
CraftNote
Jump
It depends on your workflow. CraftNote is strong for automatically transcribing and summarizing online meetings across multiple platforms, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
CraftNote 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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