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Jump is an AI meeting assistant designed exclusively for financial advisors. It turns conversations into tasks, notes, and compliance records using secure AI. Jump deeply integrates with CRMs like Salesforce, Redtail, and Wealthbox, cutting meeting admin work by 90%. It offers customizable meeting notes, one-click CRM updates, pre-meeting prep one-pagers, follow-up emails, and smart, syncable tasks. Jump also features a mobile app for capturing in-person meetings and allows users to ask questions about past meetings.
Connect Jump to your meeting software (Zoom, Teams, or Google Meet). A 'notetaker' participant joins the meeting, with full disclosure to clients. Jump captures and transcribes the meeting, generating notes, tasks, and compliance records. These can be reviewed and edited before being synced to your CRM with one click.
You should pick Jump AI if you’re a financial advisor looking to cut down on admin work. It turns meetings into notes, tasks, and compliance records automatically, syncs with your CRM, and even preps you before meetings, so you can focus on clients, not paperwork.
per Full seat/month
per Full seat/month
per Full seat/month
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