Cresta: Enterprise contact-center AI platform combining real-time agent assist, autonomous AI agents, and conversation intelligence. 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 Cresta when assisting contact-center agents in real time during customer conversations matters most, and Jump when preparing advisors with briefings before client meetings matters most. Test each on your own meetings; the right choice tends to become obvious quickly.
Enterprise contact-center AI platform combining real-time agent assist, autonomous AI agents, and conversation intelligence.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Cresta is an enterprise customer-experience AI platform that unifies human and AI agents across voice and digital channels. It captures conversations through integrations with major contact-center systems such as Genesys, NICE, Salesforce, Twilio, and Amazon Connect, then analyzes those interactions at scale to surface behavioral insights and deliver real-time guidance. Its Agent Assist listens to live conversations and provides agents with in-the-moment suggestions, knowledge, and next-best actions, while a Knowledge Agent proactively surfaces context-aware answers without manual prompting. Cresta's conversation intelligence analyzes 100% of interactions to identify the behaviors that drive outcomes, and its automated quality management scores conversations across the board so supervisors gain visibility without manual sampling. The platform also offers autonomous AI agents that can resolve customer conversations end to end, plus an Agent Operations Center that gives supervisors real-time visibility and intervention tools across both human and AI-led conversations. Cresta is built for large enterprise contact centers in industries such as financial services, travel and hospitality, telecommunications, insurance, and healthcare that need real-time assistance, coaching, and analytics at scale. 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
Cresta 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 | Cresta | Jump |
|---|---|---|
| Core capability | Real-time Agent Assist with live suggestions and knowledge | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Conversation intelligence analyzing 100% of interactions | Auto-generated pre-meeting briefings and agendas |
| Team usage | Automated quality management and scoring across all calls | Compliance-ready documentation customized to firm standards |
| Integrations | Knowledge Agent that proactively surfaces context-aware answers | Task and follow-up extraction synced to firm workflows |
| Languages & capture | Autonomous AI agents for end-to-end conversation resolution | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Integrations with Genesys, NICE, Salesforce, Twilio, and Amazon Connect | Integrations with advisor CRMs and wealth management tools |
Cresta
Choose Cresta if you need assisting contact-center agents in real time during customer conversations — strengths include delivers real-time guidance during live conversations, not just post-call review.
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.
Cresta
Jump
It depends on your workflow. Cresta is strong for assisting contact-center agents in real time during customer conversations, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Cresta 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.
Sure. Running both makes sense when their strengths don't overlap and the budget allows.
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