Fieldy: Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically. Jump: AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates. Here's where each one pulls ahead on pricing, features, and the meetings it suits best.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Fieldy when capturing notes from in-person client or sales meetings 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.
Wearable AI note taker that records in-person conversations and meetings, then transcribes and summarizes them automatically.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Fieldy is a wearable AI note taker built for capturing real-world, in-person conversations and meetings rather than only online calls. The device is a small clip-on or pendant-style wearable that can be worn around the neck or on the wrist, capturing audio hands-free or via a button press. Once a conversation is captured, Fieldy's companion app transcribes the speech, automatically splits longer recordings into segments, and generates concise summaries. It can extract action items and reminders from what was said, and it offers an AI chat interface so users can search and ask questions about their past conversation history. Because it does not depend on a meeting bot joining a video call, Fieldy is aimed at people whose important discussions happen face to face, such as professionals in field roles, sales and client-facing workers, students, and anyone who wants a record of hallway chats, errands, and one-on-one meetings. It pairs the convenience of an always-available recorder with AI summarization so users can stay present in a conversation instead of taking manual notes. 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
Fieldy 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 | Fieldy | Jump |
|---|---|---|
| Core capability | Wearable hardware device (clip, pendant, or wrist) for hands-free capture | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Real-time transcription of in-person conversations | Auto-generated pre-meeting briefings and agendas |
| Team usage | Automatic AI-generated summaries of captured audio | Compliance-ready documentation customized to firm standards |
| Integrations | Action items and reminders extracted from conversations | Task and follow-up extraction synced to firm workflows |
| Languages & capture | AI chat interface to search and query past conversations | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | USB-C charging with multi-day battery and privacy indicator light | Integrations with advisor CRMs and wealth management tools |
Fieldy
Choose Fieldy if you need capturing notes from in-person client or sales meetings — strengths include designed specifically for in-person meetings and conversations, not just video calls.
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.
Fieldy
Jump
It depends on your workflow. Fieldy is strong for capturing notes from in-person client or sales meetings, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Fieldy 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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