Alternatives to Jump
An AI assistant for financial advisors that takes meeting notes and updates CRM and planning records. The listings below can replace it for an important use case. Each note says what changes if you switch.
The original
Jump
An AI assistant for financial advisors that takes meeting notes and updates CRM and planning records.
Replacements
Listings that take over the same core job as Jump.
Avoma
An AI platform for meeting notes, scheduling, call coaching and revenue intelligence for sales teams.
Avoma is a general sales platform with notes, scheduling and automatic CRM updates, but it is not built around financial advisor planning tools.
Fireflies.ai
An AI meeting assistant that records, transcribes and summarizes calls and conversations.
Fireflies.ai offers a freemium plan with CRM integrations and desktop and mobile apps, but it has no advisor-specific workflows or planning updates.
Fellow
AI meeting assistant that records, transcribes and summarizes meetings, aimed at security-conscious organizations.
Fellow states SOC 2 Type II, GDPR and HIPAA compliance for regulated teams and has a free tier, but lacks advisor CRM and planning integrations.
tl;dv
An AI notetaker that records, transcribes and summarizes Zoom, Google Meet and Microsoft Teams calls.
tl;dv logs meeting notes to a CRM automatically under a freemium plan, but it is aimed at sales and product teams rather than wealth management.
Similar software
Related functionality, not a direct replacement.
Lindy
A hosted AI agent that connects to work tools and handles email, meetings, reports and scheduled tasks.
Claap
A sales conversation recorder that turns calls, meetings and emails into CRM data and AI context.
Motion
An AI work app that combines tasks, projects, calendar scheduling, meeting notes and docs.
Spinach AI
An AI meeting assistant that transcribes and summarizes meetings, then creates tickets and updates the CRM.
