Jump
An AI meeting notetaker built for financial advisors. It captures meetings across Zoom, Teams, Meet, phone, and in person, then drafts customizable notes, tasks, and follow-up emails for CRM sync.
AI features
- Advisor-customizable meeting notes ready within about a minute
- Tasks and follow-up email drafts with human approval before CRM sync
- Firm-wide note templates and compliance admin controls
- NPI/PII redaction; optional recording disclosures and consent settings
Pricing
Partner pricing pages list Ramping at $75 (or $60 annual) per full seat/month with a 60 AI-output cap; Core at $100 (or $80 annual) with unlimited AI outputs; Scale at $120 (or $96 annual). Enterprise is custom. Confirm current list price with Jump.
Best for
RIAs and wealth teams that want advisor-specific notes with firm compliance controls.
Watch out for
Jump states it does not use customer meeting data to train AI models and maintains SOC 2 Type II. Get client recording consent where required. Nothing syncs until an advisor approves.
Sources
- Jump AI Notetaker product page
- Jump Security
- Jump compliance settings help
- Jump partner pricing (Private Advisor Group)
Last verified 2026-10-16.