AI for Banks and Credit Unions That Turns Conversations Into Action
Jump AI identifies cross-sell opportunities and saves time for relationship managers, advisors, and loan officers by capturing client meetings, automating meeting prep and generating follow-up tasks.
Advisors and relationship managers are raving about Jump’s impact on their business
Jump allows me to focus on the client and not worry about missing important information. Not only does it save me hours of time every week, our client notes are more complete and comprehensive than ever before.
Jon Venhuizen
Partner, SIA Insurance Services
“Jump has improved my time, easily, 10-30 minutes a call.”
Alan Sweeten, MS, CFP
Financial Planner, NGFCU Wealth Management
“Our partnership with Jump has helped Osaic advisors grow and become more productive in a very real, measurable way. The feedback from our advisors on both the technology and the support from the Jump team has been tremendous.”
Clayton Chandler
Chief Data and Analytics Officer, Formerly of Osaic
“I’m already uncovering follow-up opportunities I missed before. Now I can go back and say, ‘Oh yeah, they were interested in life insurance or financial planning.”
Jerry Kenny
President, Guilford Insurance
Let Jump do what it’s good at, so you can do more of what you’re good at
1 hour
Meeting admin time saved
Per finserv professional, every day worked
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.
20+ AI features that transform the way you work, forever
With SOC 2-compliant infrastructure and enterprise-grade security, Jump meets the highest standards for privacy, encryption, and auditability across every data flow.
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.
