Jump Is Now Embedded in Redtail CRM
For over 100,000 financial advisors, Redtail CRM is the system where their business runs. It’s where client relationships live, where records are maintained, and where everything ultimately gets done.
AI has become essential to how advisors prepare for meetings, document conversations, and follow up with clients. But until now, those workflows have largely lived outside the CRM.
Jump is closing that gap – now fully embedded inside Redtail CRM, bringing the entire AI meeting workflow directly into the system advisors already rely on every day.
Webinar: Unlocking the full value of Jump in Redtail CRMApr 7, 2026 10:00 AM PT
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Why this matters now
AI is quickly becoming core to how advisors run client work, and expectations for the CRM are rising just as fast. Advisors want fewer tools, fewer steps, and a more streamlined workflow.
Redtail sits at the center of that shift, with over 100,000 advisors on the platform — more than 10,000 already using Jump today.
Embedding Jump directly inside Redtail brings everything together. Meeting prep, notes, follow-up, and CRM updates all happen in one place, without breaking workflow.
It’s a faster path to adopting AI, and a clear step toward a more integrated, advisor-first tech stack. Here’s how:
What’s new
The existing Jump/Redtail integration already helped advisors keep their CRM up to date by automatically syncing meeting notes, contacts, and key data between systems. It removed manual data entry and ensured that important client information was consistently captured.
Now, advisors can access the full Jump meeting workflow directly inside Redtail CRM.
That includes:
- A complete meetings list
- AI-generated notes, summaries, and transcripts
- Pre-meeting prep with relevant client context
- The ability to capture meetings directly
- Automated follow-ups and task creation synced to the CRM
All of it lives inside Redtail CRM, in the same place advisors already manage their client relationships.
Unlocking advisor productivity in the tools they already know
For advisors, there’s less friction across the entire meeting lifecycle. Preparation happens faster because the right context is surfaced automatically. Documentation is completed immediately after the meeting. Follow-ups and CRM updates are handled without additional steps.
This consistency matters. It improves data quality, reduces missed follow-ups, and creates a more reliable client experience across the book.
It also drives adoption. When workflows live inside the CRM, advisors are far more likely to use them consistently, especially across teams with varying levels of technical comfort.
The bigger picture
Jump was built to fit directly into the systems advisors already trust, while automating the work that slows them down. Embedding inside Redtail CRM is a natural extension of that approach.
It brings meeting intelligence, automation, and follow-through into one place, giving advisors a more complete system to manage client interactions from start to finish.
To learn more about this integration: