Jump and Mina are both AI meeting assistants for recording, transcription, and summaries, compared here on pricing, features, and workflow fit. Jump: AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates. Mina: An AI meeting assistant that joins calls as a participant and can respond, take actions, and update connected tools live during the conversation. They overlap on ai-meeting-assistants, so the right pick depends on team size, budget, and which meeting workflows you automate.
For ai-meeting-assistants workflows, shortlist Jump when generating compliant meeting notes and records for client reviews matters most, and Mina when providing live discovery support and updating the crm during sales calls matters most. Both record across Zoom, Google Meet, and Microsoft Teams; trial each on real meetings before committing.
AI meeting assistant built for financial advisors that handles notes, follow-ups, compliance documentation, and CRM updates.
AI notetaking and structured records from advisor-client meetingsAuto-generated pre-meeting briefings and agendasCompliance-ready documentation customized to firm standards
An AI meeting assistant that joins calls as a participant and can respond, take actions, and update connected tools live during the conversation.
Cross-meeting memory and configurable assistant rolesIntegrations with Slack, HubSpot, Salesforce, Jira, Notion, Linear, and GitHubJoins Google Meet, Zoom, and Teams as an active participant
Jump is a free tier with paid upgrades (freemium); Mina is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
AI notetaking and structured records from advisor-client meetings
Joins Google Meet, Zoom, and Teams as an active participant
Standout feature
Auto-generated pre-meeting briefings and agendas
Reactive (wake-phrase) and proactive (always-on) operating modes
Team usage
Compliance-ready documentation customized to firm standards
Live generation of summaries, proposals, action items, and follow-ups
Integrations
Task and follow-up extraction synced to firm workflows
Real-time CRM and workflow updates to connected tools
Languages & capture
Works across Zoom, Microsoft Teams, and in-person meetings
Cross-meeting memory and configurable assistant roles
Best-fit workflow
Integrations with advisor CRMs and wealth management tools
Integrations with Slack, HubSpot, Salesforce, Jira, Notion, Linear, and GitHub
Best for
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.
Mina
Choose Mina if you need providing live discovery support and updating the crm during sales calls — strengths include acts during the meeting rather than only producing notes afterward.
Pros & cons
Jump
+ Purpose-built for financial advisors' compliance and documentation needs
+ Automates pre-meeting prep as well as post-meeting notes and tasks
- Tailored to financial services, so less general-purpose than broad notetakers
Mina
+ Acts during the meeting rather than only producing notes afterward
+ Wide range of integrations for CRM and project-tool updates
- Joins as a visible participant, so it is not a bot-free or stealth option
FAQ
Is Jump or Mina better for AI meeting notes?
It depends on your workflow. Jump is strong for generating compliant meeting notes and records for client reviews, while Mina is strong for providing live discovery support and updating the crm during sales calls. Both transcribe and summarize meetings.
How do Jump and Mina compare on price?
Jump is a free tier with paid upgrades and Mina is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Can I use both Jump and Mina?
Yes. Many teams run more than one meeting assistant when the workflows are complementary and the budget is justified.