TWO AI ASSISTANTS AND AN AI CRM
Jump vs Zocks vs Marloo
Jump and Zocks, compared from their own websites on November 8, 2026, and a third option. Marloo is the AI CRM for financial advisors: the client record, meetings, email and custodian data in one place.
Jump, Zocks and Marloo, row by row
Jump and Zocks as each describes itself on its own website, next to Marloo.
Jump and Zocks details are taken from each company’s own website (pricing, product, integrations and security pages) on November 8, 2026. “Not published” means we could not find it on that company’s site. Prices are as listed and can change, so confirm them with each company before you decide.
Which one fits your firm
You want the lowest entry price.
Zocks Essentials lists $67 per user a month billed annually. Jump Meet lists $100 per advisor a month billed annually.
You don’t want meetings recorded.
Zocks captures notes without recording audio or video. Jump lets you choose transcript-only, summary-only or full recording.
You want account opening.
Jump sells it in its Onboard add-on. Zocks includes it on Ultimate.
You want the CRM and the AI in one place.
Choose Marloo. It is the client record, and it reads custodian holdings, meetings and email across your whole book to draft the follow-through for you to approve.
THE THIRD OPTION
Marloo is the CRM that does the work after the meeting.
Meeting notes are one part of the job. Marloo keeps them in the client record with custodian holdings and email, so you can see which clients a market move affects, find the cash that isn’t working and have the follow-up drafted for you to approve.
Know who a rate change affects
Ask who is most exposed to a Fed cut, and Marloo ranks the clients who lose the most income from their cash positions across every account.
Account forms filled and signed
Marloo fills your account forms from the client file. Send them for DocuSign signature and the signed copy comes back to the record.
Run it on a schedule (early access)
A morning briefing before 9am, a weekly list of clients holding idle cash, and a briefing on the clients a market move affected most.
Nothing goes out without you
Marloo drafts the call list, the email and the form. It never trades, moves money or contacts a client on its own.
MOVING ACROSS
Using Jump or Zocks with Redtail or Wealthbox?
Marloo takes the meeting notes and keeps the client record, so notes, tasks and follow-ups live in one place.
Export a Redtail database backup or a Wealthbox data export, then import it in Marloo. Clients and households, tags, meetings, notes and tasks come across. CRM migration is free on the Firm plan.
White Coat Financial moved its whole practice off its old CRM overnight.
Read the case studyWhat Marloo costs
- US$149 per advisor a month on Pro, with meeting notes, custodian data, form filling and DocuSign.
- Firm: US$299 per advisor a month, with free CRM migration.
- Seats for support staff are free.
- Pro and Firm come with a two-week trial.
Be there before they ask. The future of advice is proactive.
See Marloo on a realistic client book: who a rate change affects, who is sitting on cash, and the follow-up drafted for you to approve.
Questions advisors ask
As of November 8, 2026, Zocks Essentials lists $67 per user a month billed annually ($80 monthly), and Jump Meet lists $100 per advisor a month billed annually ($120 monthly). Jump’s Onboard and Grow add-ons are $50 each billed annually.
