The Jump Blog

Product News, Educational Content & Industry Perspectives

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A financial advisor implementing email marketing strategies they learned on their computer.

10 Email Marketing Strategies for Financial Advisors

Jump

A wealth manager using AI to improve his client relationships in his wealth management practice.

AI in Wealth Management: What Wealth Managers Should Know

Jump

A financial advisor speaking with a client in the middle of his office. They are sitting on two separate couches that are next to each other.

15 Financial Advisor Tips for Better Client Conversations

Jump

A financial advisor asking questions in a discovery meeting with a potential client.

How Financial Advisors Should Structure and Run Discovery Meetings

Jump

Screenshot of Jump’s new integrations and meeting controls

What's new at Jump - November 2025

Tim Chaves

A financial advisor shaking a high net worth client's hand.

How Advisors Can Find and Attract High Net Worth Clients

Jump

The 10 Best Books For Financial Advisors in 2025

Jump

10 AI Use Cases Every Financial Advisor Needs to Know About

Jump

Screenshot of Jump’s “Ask Anything” feature showing a user query and AI-generated financial summary with connected data source icons below.

What's new at Jump - October 2025

Tim Chaves

Jump themed bull

Are financial advisors recommending gold right now?

Liam Hanlon

Green dotted illustration of a toolbox, screwdriver, wrench, and gear on a light green background, representing tools and technical support.

The 10 Best AI Tools For Financial Advisors in December 2025

Jump

Pattern of green dotted speech bubbles on a light green background, symbolizing conversation and communication.

30 Questions Financial Advisors Should Ask Clients in 2025

Liam Hanlon

Jump Insights Dashboard showing AI-powered client asset class trends, time allocation, and new asset capture opportunities.

A New Chapter for Mobile Assistant Customers — and for the Future of Advisor AI

Parker Ence

Jump Insights Dashboard showing AI-powered client asset class trends, time allocation, and new asset capture opportunities.

What's new at Jump - September 2025

Tim Chaves

August 2025 Product Update

New at Jump | August

Jump

How Client Conversations About Alternative Assets Are Evolving

Liam Hanlon

The Great Wealth Transfer: AI Insights on How Financial Advisors Can Bridge the Generations

Liam Hanlon

New at Jump | July

Jump

What's new at Jump - June

Jump

What's new at Jump - May

Jump

A stack of books with tabs in the pages.

Finding an Audit Risk in a Haystack

Jump

What's new at Jump - March

Jump

Jump’s AI-Powered Tools Take Top Honors in the 2025 T3/Inside Information Software Survey

Jump

What's New at Jump - February

Jump

Best AI Tools for Financial Pros: The tech revolution

Jump

How Digital-First Financial Advisors Are Leading the Wealth Management Revolution

Jump

What's New at Jump - January

Jump

How AI is Creating Smarter Advisors, Not Replacing Them

Jump

Why AI Software is the Future of Financial Services Compliance

Jump

The Top Features to Look for in Financial Advisor Software in 2025

Jump

How Jump Saves Advisors Time: Survey Results Are in!

Jump

How Fintech Trends are Driving the Creation of Award-winning Technologies Like Jump

Jump

Why Wealth Management Firms Need to Embrace These Fintech Trends to Remain Competitive in 2025

Jump

Top 7 Ways AI is Transforming Financial Advisor-Client Relationships

Jump

What's New at Jump - December

Jump

5 Key Benefits of Using AI in Wealth Management for Financial Advisors

Jump

Why AI Is the Key to Scalable Growth for Financial Advisors

Jump

AI in Wealth Management: How Financial Advisors Can Leverage AI for Better Client Outcomes

Jump

Exchange Integration

Adam Kirk

The Future of AI in Financial Planning

Jump

Introducing Jump

Tim Chaves