DoReveal: An AI-powered qualitative research platform that transcribes and analyzes interviews, focus groups, and meeting recordings to surface themes and insights. 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 DoReveal when transcribing and analyzing in-depth interviews and focus groups for ux or market research 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.
An AI-powered qualitative research platform that transcribes and analyzes interviews, focus groups, and meeting recordings to surface themes and insights.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
DoReveal is a web-based AI platform built for qualitative researchers who need to turn interviews, focus groups, and meeting recordings into structured insights. Users upload audio and video files, paste or import transcripts, or connect Zoom recording links; the platform also offers a bot for live meeting recordings, with live capture via Zoom, Teams, and Google Meet described as coming soon. It transcribes the audio, automatically identifies speakers and distinguishes moderators from participants, and accepts input in over 100 languages with analysis output in around 10 languages. Analysis features include structured research grids, thematic pattern discovery, automated codebook generation, persona and journey-map building, a quote finder with audio/video clip creation, report generation, and an AI chat for interrogating data using frameworks such as Jobs-to-Be-Done and Emotional Laddering. It targets freelance researchers, research agencies, in-house teams, and academics across sectors like pharmaceuticals, technology, and consulting. The company states user data is never used to train models, offers automatic PHI/PII redaction, and encrypts data at rest and in transit.
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
DoReveal 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 | DoReveal | Jump |
|---|---|---|
| Core capability | Transcription with automatic speaker identification, distinguishing moderators from participants | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Support for audio/video uploads, pasted or imported transcripts, and Zoom recording links | Auto-generated pre-meeting briefings and agendas |
| Team usage | AI chat to interrogate data, compare cohorts, and trace evidence to source quotes | Compliance-ready documentation customized to firm standards |
| Integrations | Automated codebook generation, thematic analysis, and structured research grids | Task and follow-up extraction synced to firm workflows |
| Languages & capture | Quote finder with audio/video clip creation and automated report generation | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Input support for 100+ languages with analysis output in multiple languages | Integrations with advisor CRMs and wealth management tools |
DoReveal
Choose DoReveal if you need transcribing and analyzing in-depth interviews and focus groups for ux or market research — strengths include purpose-built for qualitative research workflows such as interviews and focus groups, beyond simple meeting notes.
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.
DoReveal
Jump
It depends on your workflow. DoReveal is strong for transcribing and analyzing in-depth interviews and focus groups for ux or market research, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
DoReveal 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.
Often yes: teams combine tools when one handles capture and another handles analysis.
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