Who can access this feature?
Full users
Lite users who are Team admin
Note: Depending on your firm's or broker-dealer's policies, Jump may not retain transcripts from your meetings.
How does Jump name speakers?
When using a web conferencing tool like Zoom, Google Meet, or Microsoft Teams to host meetings, Jump automatically identifies speaker names from the meeting attendees. This way, when notes are generated from the meeting, Jump can determine who said what.
Note: At this time, Jump attributes one speaker name to each account participating in a virtual meeting. This means that if two or more clients (like a couple) are sitting together and calling in from the same Zoom/Google Meet/Teams/etc. account, their dialogue will only be attributed as one speaker, not two.
When you capture an in-person meeting or a phone call with Jump, the system doesn't automatically know who the speakers are.
Jump will typically be able to detect who is speaking at what time (this process of distinguishing voices is called "diarization"), and it will often use context clues from the call to determine the speakers' identifies (like when you say "Hi, Jim!" at the start of the call, or if the title of the meeting is "Review with Mike Smith").
How to rename the speakers in a meeting transcript
In the event that Jump attributes speaker names incorrectly (or gave generic names like Speaker 1/Speaker 2), don't worry! You'll be able to explicitly provide the correct speakers' names upon review.
Here's how you rename speakers in Jump:
Go to the AI-processed tab.
Click on the meeting for which you'd like to rename the speakers.
Navigate to the panel on the right-hand side of the screen.
Click on the camera icon to view the meeting and transcript.
Click on the speaker you'd like to rename, which will populate a dropdown menu. (For this example, we want to change "Advisor" to "Alex".)
Click into the text box to open up the dropdown menu.
Select one of the options from the dropdown, if appropriate. Then, click the green Update all button to adjust the speaker name throughout the transcript.
If none of the options apply, type in the correct name (right next to the current speaker name), then select Add "Name" from the dropdown.
Click the Update all button to correct the name throughout the transcript.
Repeat this process for the other speakers, if needed.
The notes won't automatically update once you've done this. You'll need to reprocess the meeting to do so. Learn how to do that here.
Note: When you rename a speaker in a transcript, their name is updated across the entire conversation—individual lines can’t be renamed separately, which helps maintain clarity and consistency throughout the transcript.
Need help with renaming speakers? Reach out to [email protected] for assistance.