AI-powered note-taking tools gain traction

Wealthtech Weekly

March 27, 2025

By Rob Burgess Reporter

When I was at the T3 Conference in Dallas, it was staggering to realize how far AI-powered tools have come. One category in particular that has taken off is note-taking applications. Two of these — Zocks and Jump — have proven especially popular with advisors. This week, I spoke with those who have implemented them.

Have you tried these? Let me know — robert.burgess@arizent.com.

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!

Connect with Rob:

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