Fireflies: AI meeting assistant that records, transcribes, and summarizes calls across Zoom, Google Meet, Microsoft Teams, and Webex, with the AskFred AI chat and native CRM sync. Jump: AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates. This comparison weighs them on pricing, features, and everyday workflow fit.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Fireflies when sales call capture and crm logging 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.
AI meeting assistant that records, transcribes, and summarizes calls across Zoom, Google Meet, Microsoft Teams, and Webex, with the AskFred AI chat and native CRM sync.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Fireflies.ai joins video calls to record and transcribe meetings, then generates AI summaries, action items, and fully searchable notes. Its AskFred assistant lets you query past meetings in natural language ("what did we decide about pricing?"), while conversation-intelligence features add topic trackers, talk-time, and sentiment analytics. Fireflies works across Zoom, Google Meet, Microsoft Teams, and Webex, transcribes in a wide range of languages, and integrates natively with CRMs such as Salesforce and HubSpot plus Slack, Notion, Asana, and Zapier. A free plan covers limited transcription and AI credits for individuals; paid tiers raise transcription and storage limits and unlock team conversation analytics, making it a strong fit for sales, recruiting, and customer-research teams that live in their CRM.
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
Fireflies is from $18/mo (freemium); Jump is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Fireflies | Jump |
|---|---|---|
| Core capability | Meeting transcription | AI notetaking and structured records from advisor-client meetings |
| Standout feature | AI summaries | Auto-generated pre-meeting briefings and agendas |
| Team usage | AskFred AI chat | Compliance-ready documentation customized to firm standards |
| Integrations | CRM sync | Task and follow-up extraction synced to firm workflows |
| Languages & capture | Conversation intelligence | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Meeting transcription | Integrations with advisor CRMs and wealth management tools |
Fireflies
Choose Fireflies if you need sales call capture and crm logging — strengths include powerful meeting search plus the askfred natural-language assistant.
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.
Fireflies
Jump
It depends on your workflow. Fireflies is strong for sales call capture and crm logging, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Fireflies is from $18/mo 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.
More head-to-head comparisons involving Fireflies and Jump.
Fireflies is an integration-rich notetaker; Avoma adds full conversation intelligence and meeting lifecycle management. Notes versus CI depth.
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