Best AI Note Takers for Finance in 2026

I am comparing 7 different AI note takers for finance (Jamie, Jump, Zocks, Fathom, Otter.ai, Zoom My Notes, and FinMate AI), and I will be clear upfront as to which ones they are.

I did not compare these AI note takers for finance based on who produced the most aesthetically pleasing summary.

Decent meeting summaries were generated by all 7 of these AI note takers for finance. The applications differed on data security, meaning the location of the client’s meeting data and on what happens to the audio of the meetings. The applications also differ in which CRM systems receive meeting notes, and in what your compliance officer has to approve.

If any of these items were wrong, then the desk would likely need to undergo another vendor review. Or worse, it would have to explain to a client where their meeting went. That is the real question behind what is the best AI note taker for finance, and here are 7 answers to it.

TL;DR

1. Jamie: Best Overall Bot-Free, DORA-ready AI Note Taker for Finance With Data in Europe 
2. Jump: Best AI Note Taker for Financial Advisors on Advisor CRMs 
3. Zocks: Best AI Note Taker for Advisors Who Avoid Recording 
4. Fathom: Best Free AI Note Taker for Finance Teams 
5. Otter.ai: Best AI Note Taker for Finance Teams on a Budget 
6. Zoom My Notes: Best AI Note Taker for Teams Already on Zoom 
7. FinMate AI: Best AI Note Taker for Financial Planning Paperwork
   

What Are the Best AI Note Takers for Finance?

The 7 best AI note takers for finance are Jamie, Jump, Zocks, Fathom, Otter.ai, Zoom My Notes and FinMate AI. Each of these will capture your client meetings and create meeting notes with action items. That’s the easy part. The difficult part is the detail underneath.

The table lists all 7 of these AI note takers for finance side by side: Jamie, Jump, Zocks, Fathom, Otter.ai, Zoom My Notes and FinMate AI.

 1. Jamie: Best AI Note Taker for Finance With Data in Europe

Best for: Jamie is the best AI note taker for European-based finance teams that attend client and deal meetings.

Similar to: Fathom, Otter.ai, and Zoom My Notes.

Jamie is a bot-free AI note taker for finance teams. Jamie complies with GDPR, is ISO 27001 certified, and is DORA-ready. These are the key requirements that compliance officers at banks and funds ask about when reviewing new AI note-taking tools. Consent stays with you, and it should: verbal consent in your own words, the optional Recording notice email, or the meeting chat notice.

Jamie’s key features

• Bot free capture: Jamie records Zoom, Microsoft Teams and Google Meet from your laptop, with no bot in the call. 
• Data in Europe: your meeting data stays in Europe, stored and processed under GDPR. 
• No stored audio: Jamie streams the audio for transcription, and permanently deletes it after. 
• Deal CRM logging: your notes log to DealCloud from Team, Affinity on Enterprise. 
• Ask Jamie: unlimited questions across every meeting you’ve recorded, on every plan, free included. 
• No model training: your meetings never train an AI model, whether Jamie’s or a provider’s. 
• Transcript retention: on Enterprise, transcripts delete immediately or after up to 2 years. 
• SSO and audit logs: Enterprise admin controls include both, plus Directory Sync and IP allowlisting. 
• 100+ languages: Jamie transcribes your meetings and generates notes in 100+ languages. 
• MCP server: Claude, ChatGPT and Microsoft Copilot search your meetings, from Pro and up. 

Jamie’s pricing

• Free: €0 per month 
• Plus: €25 per month 
• Pro: €47 per month 
• Team: €39 per seat per month 
• Enterprise: Custom pricing 

What Jamie users love

No awkward bot on the call

“I like Jamie because it’s a bot-free AI note-taker that can take notes without an awkward bot on the call.” Verified User in Design, G2

Usually accurate transcripts and well organized summaries

“The transcription is also usually very accurate. I also like the AI summaries it generates after the call – they’re well laid out and organized, especially compared to other AI note-takers.” Verified User in Design, G2

What Jamie users flag

One founder flags the 30 minute meeting limit

“The 30min meeting limit, but I understand that’s the business model ;)” Charlotte Z., G2

One reviewer is waiting on a ClickUp integration

“I feel Jamie could improve by offering more integrations with other software. I’m mainly missing a ClickUp integration.” Alberto A., G2 

2. Jump: Best AI Note Taker for Financial Advisors on Advisor CRMs

Best for: Jump is the best AI note taker for US financial advisors working with Wealthbox or Redtail.

Similar to: Zocks and FinMate AI.

Jump was created specifically to help professionals in the financial services industry, and it is based in Salt Lake City. Some of Jump’s named clients include LPL Financial, Osaic, Cetera and John Hancock.

Jump’s key features

• Advisor CRM sync: Jump syncs notes to Salesforce, Wealthbox, Redtail and other advisor CRMs. 
• Compliance archiving: Jump archives selected meeting outputs to Global Relay, Smarsh or Proofpoint. 
• No Recording mode: Jump keeps the notes and tasks and retains no audio. 
• AI Associate: Jump answers questions across your client meetings, notes and connected systems. 
• Consent controls: Jump scans transcripts for verbal consent and logs setting changes for audit. 
• SOC 2 Type II: Jump is audited over a continuous 12-month period. 
• NPI redaction: Jump can automatically redact non-public and personal information from transcripts. 
• No model training: Jump never uses meeting recordings, transcripts or summaries for training. 
• Custom retention: admins set custom retention periods and role-based access controls in Jump. 
• Human approval: Jump drafts emails and CRM updates, then waits for advisor approval. 

Jump’s pricing

• Meet: 120 dollars per advisor per month 
• Onboard add-on: 60 dollars per advisor per month 
• Grow add-on: 60 dollars per advisor per month 
• Enterprise: Custom pricing 
• Free trial: 14 days 

What Jump users love

A sole practitioner gets the follow up done

“As a sole practitioner it saves a lot of time and does my follow up better than I ever did.” chris W., G2

Meeting and phone call notes reach the CRM without manual notetaking

“I can record transcriptions from meetings and phone calls and get them quickly and easily into our CRM, meaning I don’t have to type notes manually.” Bernard C., G2

What Jump users flag

One wealth manager reports meetings dropped or not starting

“The program is glitchy. Sometimes it drops meetings or won’t start at all.” Dale R., G2

One reviewer fixes garbled fund ticker symbols by hand

“Some of the voice recognition is not the best. Some of the mutual fund ticker symbols get garbled in translation, and I have to go back in and fix those.” Timothy Y., G2

3. Zocks: Best AI Note Taker for Advisors Who Avoid Recording

Best for: Zocks is the best AI note taker for financial advisors if their company does not wish to keep a recording.

Similar to: Jump and FinMate AI.

Zocks is an AI technology platform for financial advisors that prioritizes user data privacy as its core mission, founded in 2022 in San Francisco. Zocks reports that over 5,000 companies have selected Zocks and seven of the nine top mega registered investment advisors (RIAs) on Barron’s list use Zocks.

Zocks’s key features

• No meeting recordings: Zocks produces notes and action items, and keeps no recording. 
• Advisor CRM sync: Zocks syncs to Wealthbox, Redtail, Salesforce and other advisor CRMs. 
• Archiving: Zocks sends transcripts to Smarsh, Global Relay and Proofpoint on Professional. 
• Consent tracking: Zocks captures consent at the start of each meeting, stored per contact. 
• Planning sync: one conversation, and Zocks fills 370+ fields in eMoney or RightCapital. 
• Security certificate: Zocks is SOC 2 Type 2 compliant across infrastructure and access controls. 
• PII redaction: Zocks removes personal details from transcripts, with configurable redaction categories. 
• Audit logs: Zocks logs access, changes, integrations, and consent activity for audit. 
• Email control: Zocks drafts client emails but never sends them to clients. 
• RegBI data: Zocks captures structured data for RegBI, DOL and KYC reporting. 

Zocks’s pricing

• Essentials: 80 dollars per user per month 
• Professional: 140 dollars per user per month 
• Ultimate: 220 dollars per user per month 
• Enterprise Platform: Custom pricing 
• Free trial: 14 days 

What Zocks users love

Time back with clients instead of on notes

“Zocks frees me up to focus on my clients, rather than getting down every little detail.” Denise T., G2

Easy to start, and each advisor can customize it

“The ease of use right out of the box but also having the further ability to customize for each advisor has been very helpful for each individual situation here.” Kevin B., G2

What Zocks users flag

One reviewer has not found a way to fix recurring misspellings

“There are some misspellings I catch at times that are consistent and I haven’t found a way to make it constantly spell certain words or people certain ways.” Nicholas R., G2

One reviewer reports interface failures with SmartOffice

“Occasional interface failures. I use SmartOffice and when you update contacts after reviewing meeting summaries, you can’t update tasks for two people when you meet with more than one person.” Zebulon L., G2

4. Fathom: Best Free AI Note Taker for Finance Teams

Best for: Fathom is the best free AI note taker for finance teams who have a way to send call data to Salesforce.

Similar to: Otter.ai and Jamie.

After every call, Fathom will give you the full recap right away, with AI action items on Premium and up. Fathom is also part of Superhuman, and it’s compliant with SOC 2 Type II and HIPAA.

Fathom’s key features

• Unlimited free recordings: Fathom Free includes unlimited recordings and storage for every user. 
• Bot free on Mac: Fathom captures without a bot on Mac, still in beta. 
• iPhone in-person recording: Fathom records in-person meetings from its iPhone app, on every plan. 
• Salesforce sync: Fathom logs call summaries to matching Salesforce contacts, accounts and opportunities. 
• Ask Fathom: Fathom searches every call you’ve had from one chat, in beta. 
• Custom dictionaries: you add your company’s terms to Fathom’s custom dictionaries for transcription. 
• SSO and SCIM: Fathom Enterprise supports Okta single sign-on and SCIM provisioning. 
• Custom data retention: Fathom Enterprise includes custom data retention policies for your organization. 
• Transcript-only capture: a bot-free Fathom mode returns a transcript, summary and action items. 
• Claude and ChatGPT: Fathom connects your meetings to both, plus an API and MCP. 

Fathom’s pricing

• Free: 0 dollars per month 
• Premium: 20 dollars per month 
• Team: 19 dollars per user per month 
• Business: 34 dollars per user per month 
• Enterprise: Custom pricing 

What Fathom users love

Accurate summaries of client meetings

“We use it to take notes during conversations with our clients and within the team, and we’re really happy with how accurate the AI summaries are.” Oksana L., G2

The free tier lets you trial it in full

“That it works reliably and accurately. It’s pretty quick to get started and learn how to use, and the free tier allows you to properly trial the product in full, including their AI summary.” Michael A., G2

What Fathom users flag

A host can keep the notetaker out, and the meeting goes unrecorded

“Occasionally, a meeting host won’t allow the Fathom notetaker to join, so the meeting isn’t recorded or transcribed.” Braden S., G2

One reviewer finds transcripts slip when people talk over each other

“Sometimes the transcript isn’t completely accurate, especially when people talk over each other or the audio isn’t clear.” Mia C., G2

5. Otter.ai: Best AI Note Taker for Finance Teams on a Budget

Best for: Otter.ai is the best AI note taker for finance teams who are looking for a budget-friendly option.

Similar to: Fathom and Zoom My Notes.

Otter.ai says it helps enterprises turn meetings into action. The company has put numbers to this claim: over 40 million individuals use their service. They state that includes teams from more than 86% of the Fortune 500 companies.

Otter.ai’s key features

• Bot free desktop app: Otter records from your Mac or Windows desktop without bots. 
• Speaker identification: Otter Notetaker names Zoom speakers live and matches voices you tag. 
• Free Basic plan: Otter Basic gives each user 300 transcription minutes a month. 
• CRM sync: from Pro, Otter syncs notes to Salesforce and HubSpot, for one user. 
• MCP server: Otter connects ChatGPT and Claude to your meeting knowledge, on every plan. 
• Security certificate: Otter holds a SOC 2 Type 2 report and incorporates GDPR standards. 
• Custom data retention: Otter Enterprise admins set a retention period that auto-deletes conversations. 
• SSO and SCIM: Otter Enterprise includes SSO and SCIM, from a 100-user license. 
• Two-factor authentication: Otter supports two-factor authentication on every plan, Basic included. 
• Recording notifications: Otter Enterprise admins can enforce recording notifications before each meeting. 

Otter.ai’s pricing

• Basic: 0 dollars per month 
• Pro: 16.99 dollars per user per month 
• Business: 30 dollars per user per month 
• Enterprise: Custom pricing 

What Otter.ai users love

Staying focused on the call instead of the notes

“AI Meeting Notes has changed the way I run discovery calls because I can stay focused on how the prospect answers, instead of scrambling to capture budget, competitors, dates, technical concerns, and names while the conversation keeps moving.” Rostyslav M., G2

Real-time transcription and automatic summaries

“I like Otter.ai’s accurate real-time transcription and automated meeting summaries.” Haleama A., G2

What Otter.ai users flag

One reviewer says fixing can take three times the audio length

“The transcriptions are pretty inaccurate, and a ten-minute audio can take three times as long to fix because so much of it is wrong.” Alex T., G2

One reviewer finds Otter.ai works almost only in English

“I find Otter.ai has limitations with language support, as it operates almost exclusively in English, which makes it struggle with non-English conversations, code-switching, or multilingual team meetings.” Khalid s., G2

6. Zoom My Notes: Best AI Note Taker for Teams Already on Zoom

Best for: The best AI note taker for a finance team that already pays for its Zoom account is Zoom My Notes.

Similar to: Otter.ai and Fathom.

Zoom My Notes is available to all firms currently paying for Zoom. This solution will take notes during your Zoom meetings, in person, on your mobile device, or even through other third-party video conferencing solutions. The company behind this solution is Zoom; it was founded by Eric Yuan and is publicly traded on the NASDAQ exchange.

Zoom My Notes’ key features

• No bots: My Notes takes notes in Zoom, Teams and Google Meet without bots. 
• Audio deleted: My Notes deletes the audio once the transcription is complete. 
• Certificates: Zoom holds ISO 27001 and SOC 2 Type 2, aligned with GDPR. 
• EU data centers: eligible paid Zoom accounts can use data centers in the EU. 
• Smarsh archiving: Smarsh archives Zoom meeting, Zoom Phone and chat content for compliance. 
• Workflows: My Notes triggers Workflows that send recap emails and create tasks. 
• Transcription indicator: Zoom shows a visible indicator in the meeting when transcription is active. 
• Meeting detection: My Notes detects a meeting and asks whether you want notes captured. 
• FISC attestation: Zoom is attested against Japan’s FISC guidelines for financial institutions. 
• BSI C5: Zoom is attested against BSI C5, Germany’s cloud security standard. 

Zoom My Notes’ pricing

• Basic: 0 dollars per month 
• Pro: 16.99 dollars per user per month 
• Business: 21.99 dollars per user per month 
• Enterprise: Custom pricing 

What Zoom My Notes users love

AI summaries recap the key points and what you missed

“The AI summaries save me time by helping me remember the main discussion points, and they also help me catch up on anything I may have missed.” Manish S., G2

Summaries and calendar integrations save time after meetings

“I also find the AI meeting summaries and calendar integrations useful because they help me stay organised and save time after meetings.” EMMANUELA O., G2

What Zoom My Notes users flag

One reviewer says summaries can miss points and still need a review

“AI-generated summaries are generally accurate, but sometimes they miss important points and lack context, so I still have to review the notes afterward.” Manish S., G2

One reviewer finds the Zoom desktop app heavy on a Mac

“I’ve noticed that when I start the Zoom desktop app on my Mac, it consumes a lot of memory, which is really concerning because it sometimes slows down my system.” Safin G., G2

7. FinMate AI: Best AI Note Taker for Financial Planning Paperwork

Best for: The best AI note taker for financial advisors who want forms filled after each meeting is FinMate AI.

Similar to: Jump and Zocks.

FinMate AI develops both intelligent note-taking and agentic AI systems for financial advisors. As such, the Notetaker AI component of the system handles the actual meeting note-taking. According to FinMate, thousands of financial advisors already use the platform.

FinMate AI’s key features

• Advisor CRMs: FinMate sends notes and tasks to Redtail, Wealthbox, Salesforce and Practifi. 
• Planning tools: FinMate connects eMoney, MoneyGuidePro and RightCapital through PreciseFP for planning. 
• Pre-filled forms: FinMate pre-fills engagement letters, KYC updates and follow-up forms for review. 
• In-person app: FinMate records in-person meetings with its iOS and Android apps. 
• No training promise: FinMate will not use your meeting data to train its models. 
• Security certificate: FinMate is SOC 2 Type 2 certified for security, availability and confidentiality. 
• Cyber insurance: FinMate is cyber insured through Coalition and WTW for liability protection. 
• Data retention: FinMate keeps transcripts and notes for six months, and audio and video for one month. 
• Two-factor authentication: FinMate supports two-factor authentication and least-privilege access for users. 
• Hosting: FinMate runs on Google Cloud with multi-region redundancy and a 99.9% uptime SLA. 

FinMate AI’s pricing

• Standard: 50 dollars per month 
• Enterprise: Custom pricing 
• Free trial: available on Standard 

What FinMate AI does well

FinMate AI has no public reviews yet on G2, the App Store, or Google Play, and this block sets it against the other tools on this list.

Forms filled after each meeting

FinMate pre-fills engagement letters, KYC updates, and follow-up forms for you to review.

Redtail and Wealthbox

FinMate sends notes and tasks to Redtail and Wealthbox, as Jump and Zocks do.

Where FinMate AI differs from the other tools here

Your data is stored in the US

FinMate stores your data in the US only, while Jamie stores all meeting data in Europe under GDPR.

Audio is kept for a month

FinMate keeps audio and video for one month, while Jamie, Zocks, and Zoom My Notes keep no audio after the transcript.

Final Verdict on What’s the Best 7 AI Note Takers for Finance?

Jamie is the best AI note taker for finance if your team works in Europe, for four reasons: nothing joins the client’s call, all meeting data is stored and processed in Europe under GDPR, audio is never stored, and notes log to DealCloud and Affinity.

And a different job can call for a different tool:

1. Choose Jump when every meeting has to be archived to Smarsh. 
2. Choose Zocks when notes have to fill eMoney or RightCapital. 
3. Choose Fathom when you want unlimited call recordings for free. 
4. Choose Otter.ai when you have old audio files to import. 
5. Choose Zoom My Notes when your firm pays for Zoom. 
6. Choose FinMate AI when you want KYC forms pre-filled.

My Picks for the Best AI Note Takers for Finance

Jamie is my pick when the client’s data needs to remain in Europe. The other two were picked based on their individual merits.

Jamie, the meeting intelligence platform: meeting data is all stored and processed in Europe under GDPR. Jamie is also GDPR compliant, an ISO 27001 certified company, and a DORA-ready company. Once your transcript has been created, the audio is deleted permanently. If you’re on Enterprise, transcripts can be set to delete immediately or after up to 2 years. Your notes are logged to DealCloud on Team and to Affinity on Enterprise. You have control over your consent throughout the entire process, from verbal consent and the optional Recording notice email to the meeting chat notice.

Jump, the AI platform for financial advisors: The primary function of Jump is to take notes during client meetings, and the AI Associate answers client-related questions from those notes. Advisors’ notes also sync to Wealthbox, Redtail, and Salesforce but never reach clients unless an advisor has approved the content. Jump is SOC 2 Type II compliant and does not train its AI on recorded meetings, transcriptions, or summaries. Jump also has a “No Recording” feature which retains no audio at all. For finance, Jump can remove non-public information from transcriptions and archive the meeting outputs each firm selects to Global Relay, Smarsh, or Proofpoint.

Fathom, the free AI notetaker: the free version of Fathom (part of Superhuman) will give you unlimited recordings and storage, plus advanced summaries for your first 5 calls each month. Fathom has a “Transcription Dictionary” that teaches Fathom how to spell your company’s terms. Claude and ChatGPT are able to integrate into your meetings, and there is a public API and MCP support. For finance teams, Fathom is SOC 2 Type II audited and HIPAA compliant. Summaries sync automatically to the matching Salesforce contact, account, and open opportunity, for up to 3 users per email domain on Free and Premium.

FAQs on AI Note Takers for Finance

What Is the Best AI Note Taker for Financial Advisors?

Jamie is the best AI note taker for a financial advisor with clients in Europe. Jamie stores all of the meeting data and processes it within Europe. Jamie is also GDPR compliant, certified for ISO 27001, and DORA-ready. Once the transcribed meeting is created, Jamie will delete the audio forever. If you use Wealthbox or Redtail, Jump, Zocks, and FinMate AI can be synced with both. Jamie will log your notes into Salesforce, HubSpot, DealCloud, or Affinity on paid plans.

How Much Do AI Note Takers Cost?

AI note takers in the finance space range from $0.00 per user per month to $220.00 per user per month. Tools built for advisory firms are offered as high-end products: Jump Meet costs $120.00 per advisor; Zocks starts at $80.00 for advisors. Jamie has a free plan with 10 monthly meetings and unlimited Ask Jamie. The audio is erased once each transcript is ready, regardless of the level of plan used. To increase the number of meetings allowed, you can use either Jamie’s Plus Plan (costing €25.00 a month) or the Pro Plan (€47.00).

Is There an AI Tool for Finance?

Yes, Jamie supports European-based client-facing finance teams as an AI meeting assistant. Paid users of Jamie have the ability to have the summary, action items, and other meeting information logged by Jamie into DealCloud, Affinity, Salesforce, or HubSpot. Jamie stores and processes all meeting information within the EU. Jamie is GDPR compliant, ISO 27001 certified, and DORA-ready. Users who rely on Wealthbox or Redtail are able to look at Jump, Zocks, and FinMate AI as well. You can try Jamie on the free plan first.

Are AI Note Takers Legal?

Yes, it is lawful for an AI note taker to record conversations; however, the obligation to inform your clients that they are being recorded remains with you and not the software. There is also the Financial Conduct Authority (FCA) SYSC 10A rule, which requires investment firms in the UK to record client calls about dealing in financial instruments. For this, Jamie has three methods of obtaining consent: verbal consent expressed in your own words, the optional Recording notice email, and the meeting chat notice. Once the audio has been transcribed into text, Jamie will permanently delete the audio files from Jamie’s servers. And all meeting data stays within the European Union, under the General Data Protection Regulation (GDPR).