Product Update
What's new at Jump - September 2025
This month we’re rolling out a host of powerful updates designed to help you save time, protect client privacy, and uncover more opportunities. Each one is built to make Jump more impactful for your practice.
Turn every client conversation into actionable insights
Advisors spend countless hours meeting with clients, yet much of that valuable information stays locked in notebooks or scattered across systems. Our new AI-powered Insights Dashboard changes that.
Instead of manually combing through notes or reports, you can use Jump to visualize trending topics across your entire client portfolio. Get deep client insights in real time and uncover opportunities for new asset capture from patterns emerging in your conversations.
It’s never been easier to anticipate client needs, deliver sharper recommendations, and clearly demonstrate the value you’re delivering for every client. By using the data you already generate in client interactions, Jump turns everyday conversations into a measurable driver of growth.
Manage client workflows seamlessly from your phone
Get workflow automation on the go with our biggest Mobile App Update yet.
Now you can edit meeting notes and update client records instantly with automated data syncing to your CRM. We’ve also refreshed the mobile app design, making Jump more intuitive, easier to navigate, and faster to use wherever you are.
Whether you’re between meetings, traveling, or working outside the office, the mobile app puts even more power in the palm of your hand. Everything stays in sync so you can serve clients with confidence, no matter where you are.
Learn more or download the iOS app.
Learn more or download the Android app.
Standardize workflows across advisors at scale
As firms grow, scaling the standard of service can become a challenge. Advisors often develop their own ways of working, which can lead to inefficiencies, mistakes, and inconsistent client experiences.
With this release, we’ve made it easier than ever to set firm and team wide standards while preserving flexibility where it matters. Admins can now configure automations, note templates, and rules to apply across advisors in bulk which helps ensure best practices are followed by everyone. Go even further with tailored workflows for specific roles or teams to help strike the right balance between structure and autonomy.
With User Configurations, you can now streamline processes all while yielding fewer errors, more consistent client interactions, and a smoother operating rhythm across the entire firm.
Capture every Zoom Phone call seamlessly
Jump now integrates with Zoom Phone just like any other VoIP. Now you can automate notetaking and extract insights from every client conversation to help give you a more complete picture across channels.
Customize meeting notifications for smarter visibility
Stay focused on what matters most. Admins can now customize which meeting notifications they receive – whether it’s their own meetings or meetings across the team. It’s never been easier to cut the noise and stay in the loop where it counts.
Transfer meeting ownership to full-seat teammates
Streamline collaboration with new meeting ownership settings for Jump Lite users. Lite users can now assign a full-seat teammate as the default meeting owner, ensuring every client conversation is automatically captured and securely assigned to the right people.
Stay compliant with custom disclosures for meeting notes
Account owners can now attach custom disclosures directly to meeting notes before syncing to the CRM. This makes it easy to meet compliance requirements and ensure the right context follows every client conversation.
This month’s updates all share a common thread: more clarity, more consistency, and more growth opportunities with less effort. Whether you’re analyzing trends, capturing notes on the go, or setting firm-wide standards, Jump is here to remove friction so you can focus on what matters most – your clients.
Stay tuned for next month’s release as we continue building features that empower advisors to deliver more value every single day.