Genio: Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students. Jump: AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Genio when university students recording and reviewing lectures 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.
Assistive note-taking tool (formerly Glean) that records and transcribes lectures and classes for students.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
Genio, formerly known as Glean, is an assistive note-taking platform that helps students capture and learn from lectures and classes. It records class audio and provides live captions during the session, then generates a full transcript afterward, letting students focus on understanding rather than frantically writing notes. Genio lets learners add their own notes, organize material with AI-generated outlines, import slides and reading material, and review with study features such as quizzing, tying recorded audio together with class content. The platform is widely used by students, including learners with specific learning difficulties, and is adopted by educational institutions that provide it as a study and accessibility support tool. It works online or offline across devices, which suits classroom and lecture-hall environments. Genio is positioned as a mainstream learning tool that also supports accessibility needs. It is actively operating in 2025 and 2026, reporting use by well over a hundred thousand students and more than a thousand institutions, with active sign-in, pricing, and ongoing product development. 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
Genio 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 | Genio | Jump |
|---|---|---|
| Core capability | Class and lecture audio recording with live captions | AI notetaking and structured records from advisor-client meetings |
| Standout feature | Full transcript generation after the session | Auto-generated pre-meeting briefings and agendas |
| Team usage | AI outlines and student-added notes tied to the recording | Compliance-ready documentation customized to firm standards |
| Integrations | Import of slides and reading materials into notes | Task and follow-up extraction synced to firm workflows |
| Languages & capture | Offline and cross-device capture for classrooms | Works across Zoom, Microsoft Teams, and in-person meetings |
| Best-fit workflow | Class and lecture audio recording with live captions | Integrations with advisor CRMs and wealth management tools |
Genio
Choose Genio if you need university students recording and reviewing lectures — strengths include purpose-built for education and lecture capture.
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.
Genio
Jump
It depends on your workflow. Genio is strong for university students recording and reviewing lectures, while Jump is strong for generating compliant meeting notes and records for client reviews. Both transcribe and summarize meetings.
Genio 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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