--- title: "Mili vs Jump AI - Compare" description: "Why advisors are choosing an AI workforce over a note-taker." url: https://getmili.ai/compare/mili-vs-jump --- Mili vs Jump # Why advisors are choosing an AI workforce over a note-taker - [See Mili in action](https://meetings.hubspot.com/joe1501) See Mili in action Compare features Compare features ## No bots join meetings Completely invisible to clients ## No recordings created Only secure transcripts ## AI agent suite 8+ agents beyond just notes ## Advanced analytics Track referrals & opportunities ## There is no comparison. Jump takes meeting notes. Mili deploys 8 specialized AI agents across your entire practice. Even our Meeting Agent alone outperforms Jump - handling prep, notes, follow-ups, and insights. The other 7 agents? They schedule meetings, onboard clients, research prospects, and automate your whole workflow. It's like comparing a notepad to a full team. Mili vs Jump ## Detailed feature comparison Data Privacy Compliance Compatibility Accessibility & Ease of Use Analytics & Features Pricing & Access Features Mili Meeting Agent Jump Data Privacy Meeting Privacy Client Control PII Protection Compliance Recording Storage Security Standards Data Retention Consent Handling Compatibility Meeting Types Customization Pre-meeting Preparation Integrations Notepad/ Scratchpad Download Notes as Doc/PDF Setup Process Support for iOS & Android Support for Mac & Windows Support Model Training Analytics & Features Meeting analytics Client engagement metrics & insights Client wants and concerns Referrals tracking Personalized gift recommendations Customer funnel reports Client Profiles Ask AI Feature Admin Access Control Create Teams Pricing & Access Trial Period Assistant Access Meeting Limits Pricing No AI bot joins the meet - fully private Full meeting control - 'Pause' & 'Resume' Advanced & configurable PII Redaction No audio recordings created or stored SOC 2 Type 2 and ISO 27001 certified All AI outputs with custom retention policies Flexible consent mechanisms (verbal, audio, email, virtual background) Virtual, in-person, phone calls White-glove customization for templates & emails Advanced meeting preparation & agenda Deep & custom integrations with your tech stack Built-in scratchpad for collaboration Available with custom branding White-glove onboarding & training Available as an app Available as a native app & on browser Dedicated success manager Personalized for your firm Available (in Client Insights Engine (CIE)) Available (in CIE) Available (in CIE) Available (in CIE) Available (in CIE) Available (in CIE) Available Available Available Available 14 days Complimentary seats Unlimited for Spark, Accelerate & Infinity Starts at $60/month "Jump AI" bot joins meetings No pause during sensitive sections Basic PII redaction Audio/video recordings stored in cloud (client records) Only SOC 2 Type 2 Limited retention options One-size-fits-all consent Limited template modifications Basic meeting preparation CRM data push Not available Not available Majorly self-serve Available as an app Available only on browser Self-service focused Generic video resources Available Not available Not available Not available Not available Not available Not available Available Available Available 14 days Paid up lite seats ($300/year) Unlimited in specific plans Starts at $75/month ## Why leading advice firms choose Mili over Jump ## **Built for compliance, not just convenience** Jump records your meetings. That's a compliance nightmare waiting to happen. Mili was built from day one with enterprise-grade compliance and security. "We love that Mili doesn't create recordings. When we talk to clients about how we're using Mili and what it's doing for us, they're completely comfortable with that. No recordings means compliance is much easier and simpler, and quite frankly, it puts clients' minds at ease." John Woolley Managing Director and Chief Investment Officer No audio or video recordings ever created or stored SOC 2 Type II and ISO 27001 certified Custom retention policies you control Full audit trail for every interaction ## **Notes that actually help your practice** Advisors tell us Jump's notes are "really high level and not especially actionable." Mili captures what matters. "Before Mili, everything was manual - taking notes during meetings was always a hassle. I'd miss important small details. Now Mili captures things that a human wouldn't think was important enough, but later becomes crucial for client experience. The notes are beautifully formatted and capture 95% of what I would have taken down." ![Alana Wells](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d4a06d63a04b1d82fa4_Alana.jpg) Alana Wells Chief Operations Officer, Avion Wealth Custom templates for every meeting type Detailed financial data extraction Client DNA and relationship mapping Risk tolerance changes and life events Referral opportunities and introductions ## **AI agents that transform your workflow** Jump stops at meeting notes. Mili's AI agents handle the tasks that eat up your day. "Mili's become my best friend. She's phenomenal - intuitive, with fantastic organization of topics. It's taken something I absolutely dreaded and brought excitement to it. My team loves it because they can take those notes and understand everything we talked about. It's like they were in the meeting with us." Jamie Banks Partner, Smallwood CPA Scheduling Agent ends email ping-pong Data Management Agent updates all systems Onboarding Agent opens accounts in days Prospect Research Agent preps you automatically 8+ agents working together seamlessly ## **Privacy your clients will appreciate** Jump's bot joins with a "recording" sign. Not exactly building trust. Mili is different. "Clients always expect us to use software like this - they see it with doctors and other professionals. But what they appreciate is that Mili doesn't have that faceless recording assistant joining meetings. We work with high-net-worth individuals who value their privacy. They feel more comfortable knowing it's just us in the meeting." ![Devin DeLapp](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d57197774d149c9d18d_Devin.png) Devin DeLapp Financial Advisor, SFMG Wealth Advisors No visible bot joining meetings Pause/resume control for sensitive topics Works for in-person meetings too Custom consent capture workflows Full control over what gets captured ## **Integration that connects your entire tech stack** Jump pushes basic notes to your CRM. Mili deeply integrates across your whole wealth management ecosystem. "Mili automatically creates tasks with due dates - like when we discussed doing something in Q4, she set September 30th as the due date. Everything uploads automatically to Salesforce. What saves 15-45 minutes per client interaction depending on complexity. That's 30 hours a week saved across 15 meetings." ![Omar Ahmadieh](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d4ab002689e526aecda_Omar.jpg) Omar Ahmadieah Partner and Financial Advisor, JM Brown Financial Partners Update notes, tasks, and custom fields—not just basic summaries Trigger CRM workflows automatically based on meeting content Sync with financial planning tools like eMoney and RightCapital Connect custodian platforms for real-time portfolio updates One meeting updates every system—no duplicate data entry ## **Insights that grow your practice** Jump gives you basic analytics. Mili's Client Insights Engine reveals opportunities. "I wouldn't have thought to put certain details in notes, but I'm so glad Mili captures them. When clients mention their father's birthday or their daughters love horseback riding - these aren't things we'd have written down before. But when there's a service team transfer, the new advisor walks in knowing everything about the client, not just bare bones information." ![Raoul Celerier](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/68497d57c94a47daf7e48baa_Raoul.png) Raoul Celerier Co-Managing Partner, Austin Private Wealth Track referral sources and success Identify cross-selling opportunities Monitor client engagement metrics Benchmark advisor performance Surface latent opportunities ## Ready to become the advisor you've always wanted to be? This isn't about software. It's about finally having the capacity to spot every opportunity, deepen every relationship, and grow your practice the way you've always envisioned. Mili makes you irreplaceable. - [Meet Mili](https://meetings.hubspot.com/joe1501) Meet Mili ![Try mili free for 14 days](https://getmili.ai/assets/cdn.prod.website-files.com/683d97c159ae34926d93f118/688a5251d7d6e1e658a06188_cta_banner.png)