What It Does
Jump is an AI-powered assistant designed for financial advisors, automating meeting prep, note-taking, client follow-ups, and insights so you can save time and make smarter decisions.
Key Features
- Pre-Meeting Briefs: Auto-generates talking points based on client data.
- Automated Meeting Notes: Transcribes and summarizes meetings in real time.
- Smart Tasks & Follow-Ups: Automatically creates and assigns tasks to advisors and clients.
- CRM Integrations: Syncs client data seamlessly with Wealthbox and other platforms.
- Insights & Scorecards: Analyzes data to uncover growth opportunities and advisor feedback.
- Meeting Capture & Summary-Only Mode: Supports videoconference, phone, or in-person meetings with privacy controls.
- Compliance & Security: SOC 2-compliant infrastructure with configurable rules for audit-ready operations.
- Team & Permission Management: Set roles and access levels for secure collaboration.
Who Is Jump For?
- Independent Advisors: Streamlines daily meeting tasks, freeing hours for client growth.
- Enterprise Firms: Provides data insights to uncover opportunities and improve team efficiency.
- Wealth Management Teams: Reduces overhead while maintaining compliance and security.
- Financial Professionals: Anyone looking to automate repetitive admin tasks without losing control.
Final Thoughts
Jump transforms how financial advisors manage meetings and client data, cutting up to 90% of admin work while delivering actionable insights. If you want more time for strategy and client relationships, Jump is a game-changer. Start a free trial or schedule a demo to experience the AI-powered efficiency firsthand.
