FuseBase (PRO extension): A bot-free Chrome extension that silently records Google Meet, Zoom, and Microsoft Teams calls and generates searchable AI transcripts, summaries, and action items. 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 FuseBase (PRO extension) when capturing client and discovery calls into shareable transcripts and action items matters most, and Jump when preparing advisors with briefings before client meetings matters most. Try them side by side on real calls before deciding — needs vary by team.
A bot-free Chrome extension that silently records Google Meet, Zoom, and Microsoft Teams calls and generates searchable AI transcripts, summaries, and action items.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
FuseBase PRO is a Chrome extension that records online meetings silently, without adding a bot or extra participant to the call. It captures Google Meet, Zoom, and Microsoft Teams sessions, then uses AI to produce searchable transcripts, meeting summaries, key points, decisions, and action items. Recordings and notes are stored in organized workspaces and can be shared via instant links, making it useful for distributing meeting outcomes to teammates or clients. Beyond meetings, the extension also handles screen recording, quick audio notes, full-page or selected-area screenshots, and file uploads, which it can analyze with its AI agents. It is part of the broader FuseBase client-collaboration and portal platform, so captured content can flow into that wider ecosystem. The vendor states the product maintains SOC 2 and HIPAA compliance through its Trust Center. It is aimed at client-facing teams, consultants, and service businesses that want clean, shareable meeting documentation without the friction of a visible recording bot joining each call.
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
FuseBase (PRO extension) 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 | FuseBase (PRO extension) | Jump |
|---|---|---|
| Core capability | Bot-free silent recording with no extra participant added to the meeting | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Supports Google Meet, Zoom, and Microsoft Teams calls | Auto-generated pre-meeting briefings and agendas |
| Team usage | AI-generated searchable transcripts from recordings | Compliance-ready documentation customized to firm standards |
| Integrations | Automatic summaries with key points, decisions, and action items | Task and follow-up extraction synced to firm workflows |
| Languages & capture | Screen recording, audio notes, and full-page or area screenshots | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Instant shareable links and organized workspace storage | Integrations with advisor CRMs and wealth management tools |
FuseBase (PRO extension)
Choose FuseBase (PRO extension) if you need capturing client and discovery calls into shareable transcripts and action items — strengths include bot-free recording avoids the awkward 'ai has joined' participant on 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.
FuseBase (PRO extension)
Jump
It depends on your workflow. FuseBase (PRO extension) is strong for capturing client and discovery calls into shareable transcripts and action items, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
FuseBase (PRO extension) 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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