What's New at Jump – January 2026
This month, we’re excited to announce a suite of new features and integrations to give advisors and firm leaders even more control, visibility, and confidence as they scale with Jump. Our January drop focuses on protecting sensitive meetings, strengthening compliance oversight, expanding AI workflows, and diving deeper into conversation insights to get to the crux of what clients are actually talking about.
Highlights:
• Expanded meeting privacy and control for sensitive conversations
• New compliance visibility with attestation reporting
• More integrations to automate conversations and workflows
• Deeper insights into what clients are actually talking about
Take full control of sensitive conversations with Private Meetings
January introduces Private Meetings, giving advisors and firms granular control over who can access meeting notes when conversations require extra discretion.
Privacy settings automatically align with Google, Microsoft, or Exchange calendar permissions and can be managed directly in Jump. Advisors can also apply controls once per meeting series, making it easy to protect sensitive recurring conversations without added overhead.
This ensures the right conversations stay visible to the right people — no more, no less.
Track firm-wide compliance with new Attestation Reports
As firms scale, confidence in compliance depends on visibility. With Attestation Reports, Jump now gives firm leaders a clear view into:
- Who completed attestations
- When they were submitted
- What was acknowledged
These reports make it easy to track compliance across users and teams, providing transparency without manual follow-ups or spreadsheets.
Connect even more workflows with new integrations
Jump continues to expand its ecosystem with new and enhanced integrations that automate more conversations and workflows across your tech stack:
- GoToConnect (VoIP): Capture and process recorded calls automatically. (Learn more)
- SmartOffice: Unlock deeper connectivity with expanded support. (Learn more)
- Hubly (Beta): Connect Jump with practice management workflows. (Learn more)
Each integration reduces friction between systems and keeps follow-through anchored in Jump.
Turn conversations into action from anywhere with mobile CRM task sync
Jump’s iOS app now supports mobile task sync to your CRM, making it easier than ever to follow up on the go.
Advisors can sync meeting follow-up tasks directly to their CRM from mobile, choose where tasks land, and edit details in a mobile-optimized flow — even between meetings.
This update ensures conversations turn into action wherever your day takes you.
See what clients are talking about with trending conversation insights
Jump now surfaces the most talked-about topics across client meetings and shows how those themes trend over time.
This firm-wide visibility unlocks insights for awareness, marketing, and content strategy — revealing what clients care about most, straight from real conversations. It’s a level of insight not available in other advisor tools today.
Fine-tune compliance with custom disclosure and recording delay
Join My Call now supports custom disclosure messages and a configurable delay before recording begins.
These controls help firms meet compliance requirements while avoiding audio capture before calls are fully connected. Account admins can manage settings directly in Jump without changing existing workflows.
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Stay tuned for next month’s release as we continue building features that give advisors and firm leaders more confidence, control, and insight — every single day.