---
title: "Best AI notetakers for financial services teams (2026): 7 compared"
description: "Seven AI notetakers compared for financial services: Jump, Circleback, Fellow, Fireflies.ai, Otter.ai, Fathom and Microsoft Copilot on security and CRM routes."
canonical: "https://meetingnotesreview.com/ai-notetakers-financial-services"
last_updated: "2026-10-21"
---


# Best AI notetakers for financial services teams (2026): 7 compared

Financial services teams ask an AI notetaker for more than clean notes. Client calls include outside guests, deal calls feed a CRM, committee meetings are confidential, and compliance will ask about SOC 2, SSO, retention and who can see what. I compared seven AI notetakers on those jobs using each vendor's own documentation and pricing. I'd pick Jump for financial advisors, Circleback for bot, bot-free desktop and in-person capture with CRM logging in one tool, and Fellow if Global Relay archiving is a requirement.

## Best AI notetakers for financial services

- **Financial advisors with a wealth CRM: Jump.** Wealthbox, Redtail and Salesforce routes, a No Recording mode and archiving to Global Relay, Smarsh or Proofpoint.
- **Bot, bot-free desktop and in-person capture plus CRM logging: Circleback.** All in one tool, with automations that log to Salesforce or HubSpot.
- **Global Relay archiving: Fellow.**
- **Salesforce lead creation: Fireflies.ai.**
- **CRM field mapping: Fathom.**
- **SSO and SCIM at large scale: Otter.ai.** Both need 100 users.
- **Teams meetings your firm hosts: Microsoft Copilot.** Recaps and AI notes inside Teams.

## What financial services teams need from an AI notetaker

1. **Capture that suits outside guests.** Some clients won't want a bot in the call.
2. **Independent security evidence.** A SOC 2 Type II report and a clear statement on model training.
3. **SSO and SCIM.** Check which plan includes them.
4. **Retention and deletion.** Admins set how long recordings, transcripts and notes are kept.
5. **Control over who sees notes.** Sharing rules, and recording storage you can turn off.
6. **A route into the CRM or the archive.** Salesforce or HubSpot for deals, a wealth CRM for advisors, an archive for compliance.

## The seven AI notetakers for financial services

### 1. Jump

**Key features:** Built for financial advisors. It captures audio from in-person and virtual meetings, in Recording mode (video and audio files) or No Recording mode (outputs only), and nothing reaches a client or a system of record until an advisor approves it.

**Compliance and admin:** SOC 2 Type II, custom retention periods, role-based access controls, SSO and SCIM, data stored in the region you designate, and no training on your data.

**CRM route:** Wealthbox, Redtail and Salesforce.

**Pros:** Archives selected outputs to Global Relay, Smarsh or Proofpoint.

**Cons:** $100 per advisor per month, and SSO and SCIM sit under Enterprise, which is contact sales.

**Pricing:** The Meet plan is $100 per advisor per month, with up to 20% off annually. Onboard and Grow add-ons are $50 per advisor per month each. See [Jump pricing](https://jump.ai/pricing).

**Best for:** Financial advisors who need a wealth CRM and an archiving route.

### 2. Circleback

**Key features:** [Circleback](https://circleback.ai/) joins Zoom, Google Meet, Microsoft Teams and Webex with a bot, or records with the desktop app, which uses no bot and no visible participant in the call. The desktop app records any call that uses the mic and the mobile app covers in-person meetings.

**Compliance and admin:** SOC 2 Type II, no training on customer data, and a security portal with an external pentest report. Admins set how long recordings, transcripts and other data are kept. Recording storage can be turned off while the transcript and notes stay.

**CRM route:** The HubSpot step logs a meeting with notes, plus a task for each action item you send, and the Salesforce step logs an Event. Neither edits CRM fields, and both skip meetings with no external invitee email.

**Pros:** Conditions on tags, title, participants and invitee email domains decide which meetings an automation runs on, and the Share meeting step shares only inside Circleback, with a workspace, a team or chosen members. Ask Circleback finds what was said across meetings and connected email, with cited answers.

**Cons:** No built-in archiving, Wealthbox or Redtail integration. SSO, SCIM, custom retention and the CRM, webhook and Zapier steps are not on every plan.

**Pricing:** Free is $0 with unlimited meetings and members. Pro is $15 per user per month billed annually ($18 monthly), Business $25 ($29), and Enterprise $35 billed annually only, with volume tiers that step down as you add users. See [Circleback pricing](https://circleback.ai/pricing).

**Best for:** Teams that want bot, bot-free desktop and in-person capture plus CRM logging in one tool.

### 3. Fellow

**Key features:** Archives transcripts, summaries and action items to Global Relay, and pushes notes and tasks to the right Salesforce contact, opportunity or account.

**Compliance and admin:** A SOC 2 Type II report under mutual NDA, SSO through Okta, OneLogin or custom OIDC, SCIM guides for Okta, OneLogin and Entra ID, custom retention including zero-day deletion, no training on your data, and AWS hosting in Canada Central.

**CRM route:** Salesforce and HubSpot on the Business plan and above.

**Pros:** Only workspace admins can enable Global Relay archiving.

**Cons:** Okta and OneLogin SSO need Enterprise, which starts at 10 users.

**Pricing:** Team $7, Business $15 and Enterprise $25 per user per month billed annually. See [Fellow pricing](https://fellow.ai/pricing).

**Best for:** Teams whose compliance group wants Global Relay archiving.

### 4. Fireflies.ai

**Key features:** Logs transcripts, summaries and action items under Leads, Contacts or Opportunities in Salesforce, and can create new Leads for participants.

**Compliance and admin:** Its security page says it is certified for GDPR, SOC 2 Type II and HIPAA compliance. HIPAA compliance, SSO, SCIM, custom retention, private storage and Transcript and Summary Only Mode are Enterprise only.

**CRM route:** Salesforce, with the Integrations row blank on Free.

**Pros:** SOC 2 Type II on every plan.

**Cons:** The finance controls are Enterprise only.

**Pricing:** Pro $10, Business $19 and Enterprise $39 per seat per month billed annually. See [Fireflies.ai pricing](https://fireflies.ai/pricing).

**Best for:** Sales-style teams logging calls to Salesforce.

### 5. Otter.ai

**Key features:** Syncs notes to Salesforce or HubSpot with user limits: none on Basic, 1 user on Pro, 5 on Business and unlimited on Enterprise. TLS encryption and AES-256 encryption for real-time content apply on all four plans.

**Compliance and admin:** Enterprise lists a HIPAA compliance add-on, plus SSO and SCIM, each with a minimum 100-user license. Custom data retention and audio removal from conversations are Enterprise only.

**CRM route:** Salesforce and HubSpot within those limits.

**Pros:** Audio removal from conversations.

**Cons:** SSO and SCIM need 100 users, and CRM sync is limited per plan.

**Pricing:** Basic, Pro, Business and Enterprise plans. See [Otter.ai pricing](https://otter.ai/pricing).

**Best for:** Firms with 100 or more users that want SSO, SCIM and audio removal.

### 6. Fathom

**Key features:** Connect Salesforce or HubSpot once and every captured call syncs its summary, notes and action items to the right contact, account or opportunity. CRM Field sync writes insights into specific CRM fields.

**Compliance and admin:** Its help center says it is HIPAA, SOC2 Type II and GDPR-compliant, with all data stored in the United States. Fathom's own pages disagree on which plan includes SSO and SCIM, so ask Fathom.

**CRM route:** Salesforce or HubSpot.

**Pros:** CRM Field sync on Business and Enterprise.

**Cons:** CRM syncs cap at 3 users per domain on Free, Premium and Team, custom retention is Enterprise only, and Team and Business have a 2 user minimum.

**Pricing:** Team $15 and Business $25 per user per month billed annually. Enterprise is talk to sales. See [Fathom pricing](https://www.fathom.ai/pricing).

**Best for:** Sales-led teams that want automatic CRM sync with field mapping.

### 7. Microsoft Copilot

**Key features:** In Teams, Copilot recaps meetings, summarizes key discussion points and suggests action items. Facilitator generates AI notes during the meeting, stored in a Microsoft Loop page.

**Compliance and admin:** Microsoft states that prompts and responses are not used to train the underlying large language models, that data is encrypted at rest and in transit, and that prompts and responses are logged subject to your data retention policies.

**CRM route:** The Sales agent connects CRM data from Dynamics 365 Sales or Salesforce for tailored insights.

**Pros:** The meeting organizer decides how and if participants can use Copilot.

**Cons:** Copilot won't work in meetings hosted outside the participant's organization, and questions after a meeting need a transcript.

**Pricing:** $31.50 paid monthly on an annual commitment, and a Microsoft Teams license is required. See [Microsoft Copilot pricing](https://www.microsoft.com/en-us/microsoft-365/copilot/enterprise).

**Best for:** Firms that hold their meetings in Microsoft Teams.

## AI notetakers for financial services compared

| Tool | Security stated | SSO and SCIM | CRM route | Retention controls | Paid from, per month |
|---|---|---|---|---|---|
| Jump | SOC 2 Type II | Enterprise | Wealthbox, Redtail, Salesforce | Custom periods | $100 per advisor |
| Circleback | SOC 2 Type II | Highest tier | Salesforce, HubSpot | Admin-set periods | $15 (Free $0) |
| Fellow | SOC 2 Type II under NDA | Enterprise | Salesforce, HubSpot | Zero-day deletion option | $7 |
| Fireflies.ai | SOC 2 Type II, HIPAA | Enterprise only | Salesforce | Enterprise only | $10 |
| Otter.ai | TLS, AES-256 for real-time content | Enterprise, 100 users | Salesforce, HubSpot | Enterprise only | Pro plan |
| Fathom | SOC 2 Type II, HIPAA | Pages disagree | Salesforce, HubSpot | Enterprise only | $15 |
| Microsoft Copilot | Encrypted, no prompt training | Entra ID listed | Sales agent: Dynamics, Salesforce | Your retention policies | $31.50 paid monthly |

## What an AI notetaker does not do for you

Archiving is a separate system from your notes tool. Jump's compliance page says it archives selected outputs to Global Relay, Smarsh or Proofpoint, and that neither Rule 204-2 nor FINRA Rule 4511(b) requires you to create a recording, with a note to confirm with counsel. Fellow's Global Relay page describes closing the recordkeeping gap for AI-generated meeting data under FINRA, SEC 17a-4 and MiFID II. Circleback has no built-in archiving integration, so the webhook step and Zapier are its routes for passing meeting data to other apps.

## How to choose an AI notetaker for financial services

Start with who is on the call. Advisors should shortlist Jump first, because its pages cover the wealth CRM and archiving routes. Teams whose meetings span Zoom, other apps and the room get the most from Circleback, with CRM logging in the same tool. If archiving is compliance's first question, start with Fellow or Jump. If the CRM must hold field values, look at Fathom.

## FAQ

### What AI meeting tools are suitable for financial services companies?

Jump suits financial advisors, Circleback suits teams that want bot, bot-free desktop and in-person capture with CRM logging, Fellow suits teams that need Global Relay archiving, and Microsoft Copilot suits firms that hold their meetings in Teams. Judge each on SOC 2 Type II evidence, SSO and SCIM, retention and the CRM route.

### What are the best AI meeting tools for regulated industries?

The seven above are the ones I'd compare, on what each vendor states about security evidence, retention, SSO and SCIM, and archiving.

### Are AI notetakers safe for financial advisors?

That depends on the controls. Jump, Fellow and Circleback each say they don't train on your data, and Jump, Fellow, Fireflies.ai, Fathom and Circleback each state SOC 2 Type II.

### Which AI notetaker integrates with Salesforce for financial services?

Six of the seven log or sync meeting data to Salesforce: Jump, Fellow, Fireflies.ai under Leads, Contacts or Opportunities, Fathom, Circleback as a Salesforce Event, and Otter.ai within user limits. Microsoft Copilot's Sales agent connects Salesforce or Dynamics 365 Sales data for tailored insights.

### Can I turn off recording storage and keep the notes?

Yes in Circleback: recording storage can be turned off while the transcript and notes stay. Jump has a No Recording mode, and Fireflies.ai and Otter.ai list Transcript and Summary Only Mode and audio removal on Enterprise only.