Fellow vs Jump
One AI Meeting Assistant for Your Whole Firm
Jump.ai is built exclusively for financial advisors. Fellow gives every team in your firm (advisory, tax, operations, HR) one secure AI meeting assistant and notetaker.
Works with
Trusted by 5,000+ customers
Fellow vs Jump
One AI Meeting Assistant for Your Whole Firm
Jump.ai is built exclusively for financial advisors. Fellow gives every team in your firm (advisory, tax, operations, HR) one secure AI meeting assistant and notetaker.
Works with
Trusted by 5,000+ customers
Fellow vs Jump
One AI Meeting Assistant for Your Whole Firm
Jump.ai is built exclusively for financial advisors. Fellow gives every team in your firm (advisory, tax, operations, HR) one secure AI meeting assistant and notetaker.
Works with
Trusted by 5,000+ customers
Trusted by the most productive teams
Firm-wide, from day one.
See what financial services firms get with Fellow that they never get from a tool built only for advisors.
With
"Our searchable meeting library is a game changer for onboarding new hires."
"Fellow scaled from a 3-person team to our whole 20-plus-person practice."
"We work across Zoom, Teams, and Meet without missing a beat."
"We're not paying for financial-advisor features our tax and ops teams will never touch."
With
"It was too specialized for our actual work."
"It never scaled past our small financial planning group."
"No searchable history across the rest of our meetings — just the advisor calls."
"We were quoted up to 10x more than what we pay for Fellow."
Feature
Feature
Feature
AI summaries / Analyst-style notes
AI summaries / Analyst-style notes
AI summaries / Analyst-style notes
Audio & Video Recording
Audio & Video Recording
Audio & Video Recording
AI Search and Querying Across Meetings
AI Search and Querying Across Meetings
AI Search and Querying Across Meetings
Compliance Settings & Supervision Panel
Compliance Settings & Supervision Panel
Compliance Settings & Supervision Panel
Super Admin API
Super Admin API
Super Admin API
PII & Data Redaction
PII & Data Redaction
PII & Data Redaction
Botless Recording (native desktop app)
Botless Recording (native desktop app)
Botless Recording (native desktop app)
Collaborative Meeting Agendas
Collaborative Meeting Agendas
Collaborative Meeting Agendas
Searchable Meeting Library, Org-Wide
Searchable Meeting Library, Org-Wide
Searchable Meeting Library, Org-Wide
Firm-Wide Scalability Beyond a Single Team
Firm-Wide Scalability Beyond a Single Team
Firm-Wide Scalability Beyond a Single Team
No credit card required
No credit card required
Why Financial Services Teams Are Switching from Jump to Fellow
Three reasons teams move from Jump's advisor-first tool to an AI meeting assistant built for the whole firm.
AI Meeting Notes
One AI meeting notetaker for every team across your firm
Jump.ai is tuned for a single meeting type — the advisor-client conversation — with auto-template detection built around wealth management workflows. Financial services firms run far more than that: tax reviews, ops syncs, HR conversations, cross-departmental planning. Various CPA and tax-focused firms move to Fellow to cover the whole practice, with every meeting — not just advisor calls — searchable in one library.
AI Meeting Notes
One AI meeting notetaker for every team across your firm
Jump.ai is tuned for a single meeting type — the advisor-client conversation — with auto-template detection built around wealth management workflows. Financial services firms run far more than that: tax reviews, ops syncs, HR conversations, cross-departmental planning. Various CPA and tax-focused firms move to Fellow to cover the whole practice, with every meeting — not just advisor calls — searchable in one library.
Enterprise Privacy and Security
Compliance that covers more than one regulator
Jump.ai's compliance tooling is configured around FINRA/SEC advisor workflows — strong for that specific job, narrow for everything else a financial services firm has to answer to. Fellow holds SOC 2 Type II certification, is GDPR ready, and is HIPAA-eligible, with a Zero-Day Retention option that removes raw recordings and transcripts after processing. That breadth matters the moment your compliance needs stretch past advisor-client disclosure rules into tax, HR, or multi-entity operations.
Enterprise Privacy and Security
Compliance that covers more than one regulator
Jump.ai's compliance tooling is configured around FINRA/SEC advisor workflows — strong for that specific job, narrow for everything else a financial services firm has to answer to. Fellow holds SOC 2 Type II certification, is GDPR ready, and is HIPAA-eligible, with a Zero-Day Retention option that removes raw recordings and transcripts after processing. That breadth matters the moment your compliance needs stretch past advisor-client disclosure rules into tax, HR, or multi-entity operations.
AI Agent
Ask Fellow supports every department Jump can't
Jump.ai's AI Associate takes actions inside the advisor's CRM and planning tools — useful, but built for one seat type. Ask Fellow answers questions and automates follow-ups across every meeting, company-wide. Fellow becomes the assistant for the whole firm.
AI Agent
Ask Fellow supports every department Jump can't
Jump.ai's AI Associate takes actions inside the advisor's CRM and planning tools — useful, but built for one seat type. Ask Fellow answers questions and automates follow-ups across every meeting, company-wide. Fellow becomes the assistant for the whole firm.
Send your meeting notes anywhere with Fellow
Send your meeting notes anywhere with Fellow
Send your meeting notes anywhere with Fellow
Built for security and compliance
✔ Administrators in Fellow get unique controls to manage secure access and Compliance.
✔ Fellow syncs with your HRIS to make provisioning and de-provisioning automatic.
✔ Fellow is SOC 2 Type 2 compliant and GDPR ready.
Built for security and compliance
✔ Administrators in Fellow get unique controls to manage secure access and Compliance.
✔ Fellow syncs with your HRIS to make provisioning and de-provisioning automatic.
✔ Fellow is SOC 2 Type 2 compliant and GDPR ready.
Built for security and compliance
✔ Administrators in Fellow get unique controls to manage secure access and Compliance.
✔ Fellow syncs with your HRIS to make provisioning and de-provisioning automatic.
✔ Fellow is SOC 2 Type 2 compliant and GDPR ready.
Frequently asked questions
The finance-grade AI meeting assistant your CCO approves
Bring intelligence and governance into the same conversation, with the archiving, retention, and exam-readiness a regulated firm has to demonstrate.
The finance-grade AI meeting assistant your CCO approves
Bring intelligence and governance into the same conversation, with the archiving, retention, and exam-readiness a regulated firm has to demonstrate.
The finance-grade AI meeting assistant your CCO approves
Bring intelligence and governance into the same conversation, with the archiving, retention, and exam-readiness a regulated firm has to demonstrate.