Fellow: Fellow is an AI meeting assistant that records, transcribes, and summarizes meetings across Zoom, Google Meet, Teams, and Webex, with automatic action items and an AI agent for follow-ups. Jump: AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates. We compare them on cost, capture approach, and day-to-day fit so you can choose faster.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Fellow when automatically capturing notes, decisions, and action items during recurring team meetings 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.
Fellow is an AI meeting assistant that records, transcribes, and summarizes meetings across Zoom, Google Meet, Teams, and Webex, with automatic action items and an AI agent for follow-ups.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Fellow (fellow.ai, formerly fellow.app) is an AI meeting assistant focused on privacy and security. It records and transcribes meetings with real-time transcripts in 90+ languages, generates structured summaries, and automatically extracts and assigns action items. Recordings can run with a visible bot or "botless" directly from the desktop apps (Mac/Windows), and mobile apps capture in-person conversations. Its AskFellow AI agent searches across meetings you have access to, then drafts follow-up emails, memos, and CRM updates. Fellow works with Zoom, Google Meet, Microsoft Teams, Webex, Slack Huddles, phone calls, and in-person meetings, and integrates with 50+ tools including Salesforce, HubSpot, Asana, Jira, Linear, Notion, Confluence, Slack, and Zapier. It offers SOC 2, HIPAA, and GDPR compliance. The free plan includes a lifetime cap of 5 AI notes and 5 AI recordings per user.
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
Fellow is from $7/mo (freemium); Jump is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Fellow | Jump |
|---|---|---|
| Core capability | AI transcription | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Meeting summaries | Auto-generated pre-meeting briefings and agendas |
| Team usage | Action item tracking | Compliance-ready documentation customized to firm standards |
| Integrations | Botless recording | Task and follow-up extraction synced to firm workflows |
| Languages & capture | AskFellow AI agent | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | AI transcription | Integrations with advisor CRMs and wealth management tools |
Fellow
Choose Fellow if you need automatically capturing notes, decisions, and action items during recurring team meetings — strengths include records and transcribes across zoom, google meet, teams, webex, plus phone and in-person meetings.
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.
Fellow
Jump
It depends on your workflow. Fellow is strong for automatically capturing notes, decisions, and action items during recurring team meetings, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Fellow is from $7/mo 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.
More head-to-head comparisons involving Fellow and Jump.
Fellow brings agenda, privacy controls and a bot-or-bot-free option; Fathom brings a frictionless free recorder. Control versus simplicity.
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