AI for Asset Manager Wholesaling and Distribution Teams

FOR MODERN ASSET MANAGEMENT AND INSURANCE DISTRIBUTION TEAMS

Less manual data entry. More time to sell.

The average wholesaler note has 5X the detail if logged same-day. That's not a CRM problem, it's a capture problem. And we fix capture with streamlined, compliant AI notes. Built for the field. So your CRM reflects reality, not memory.

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Trusted by 35,000+ Wholesalers & Advisors

Turn advisor conversations into structured intelligence

Pre-Meeting Briefs

Come prepared

Even the best wholesalers struggle to keep track of every product convo, let alone each advisor's favorite hobby. Let AI summarize your relationship with the advisor across notes, CRM, and email so you pick up where you left off.

Meeting admin & tasks

Finish sooner

Let Jump capture your notes, update Salesforce or Dynamics, draft recap emails, and assign tasks to your internal team. Whether you're using the mobile app in the field or a laptop from your desk. So you're not doing admin work on the weekend.

Field intelligence & trends

Know your book

Jump turns advisor conversations into intelligence, helping wholesalers identify product interest, competitor mentions, advisor reactions, and the best opps across their territory.

Why Jump?

Built for how distribution teams actually work

Jump captures conversations automatically and turns them into structured intelligence, helping wholesalers follow up faster, strengthen relationships, and uncover new opportunities.

Spend less time on admin

Let Jump capture meeting notes, update the CRM, draft follow-ups, and prep tasks automatically. So you can spend more time selling and less time logging activity.

Never lose advisor context

Jump keeps conversations, product discussions, follow-ups, and relationship details connected. So every meeting starts where the last one ended.

Follow up faster

Generate personalized recap emails and next steps automatically so advisors hear from you while conversations are still fresh.

Works with your tools

Connects to your existing calendar, CRM, email, and more. So you can deploy in minutes, not months.

Spot opportunities earlier

Identify product interest, competitor mentions, advisor sentiment, and emerging opportunities across every conversation.

Stay secure & compliant

Keep client data encrypted and audit-ready with the option to go recording-less and customize Jump to your needs.

Let Jump do what it’s good at, so you can do more of what you’re good at

1 hour

admin time saved per advisor per week

250

Days worked per year

Minus weekends, holidays, time off

$2500

Overhead saved each year*

Based on $100/hr blended rate

*This is a hypothetical scenario and not meant to be a guarantee of results. Each finserv professional's mileage with automated features such as meeting prep, notetaking, smart tasks, and follow-ups may vary.

Feature Overview

Your meetings hold the answers. Now you can ask the questions.

Every advisor conversation contains signals that should shape your distribution strategy: what products resonate, where advisors hesitate, and how sentiment is shifting. Until now, uncovering those insights meant manual reviews or expensive consulting. Jump changes that: define your questions, and get answers from every advisor meeting.

Intelligence that scales with your firm

Define what you want to know in natural language. Ask true/false, multiple choice, numeric, or “Topic Tracker” questions to monitor how any subject is discussed over time. You write the questions. AI handles the rest.

Choose your scope

Apply your Pulse to the entire firm, specific teams, individual advisors, or particular meeting categories. Create targeted Pulses that extract the right data from the right conversations.

Watch the dashboards build themselves

As meetings happen, Pulse populates your dashboards automatically. Trends emerge over days and weeks. When a data point catches your eye, drill down to the individual meeting and transcript evidence behind it.

Drill down to the transcript

Every data point links back to the meeting it came from. Click any result to see the exact transcript snippet that generated the answer. Trust the trend, verify the detail.

#1 in configurable compliance

Jump has the most configurable compliance settings, whether you're an IBD, RIA or enterprise wealth team. It easily aligns to your record-keeping and supervision policies.

See how Jump simplifies compliance

Audit-ready by design

With SOC 2-compliant infrastructure and enterprise-grade security, Jump meets the highest standards for privacy, encryption, and auditability across every data flow.

See how we safeguard data

The right permissions for every role

Strong access controls are a priority for you, and they are for Jump, too. Easily control who can see, edit, or manage meetings, settings, and data — with built-in roles for teams and accounts.

See how Jump handles permissions