What's New at Jump — May 2026
May's release covers a lot of ground. Booking links now respect your calendar breathing room. Growth signals are actionable in the moment. AI Associate is now available on mobile. And the integrations you rely on daily — Redtail and HubSpot — got meaningfully deeper. Here's everything that's new.
Meet
Meeting Buffers
Back-to-back meetings are mostly a scheduling problem, not a time problem. Jump scheduling links now support buffer settings that automatically hide time slots too close to existing calendar events. Set a 15-minute buffer on client calls and clients simply won't see slots that would leave you without transition time before your next commitment.
Each booking window has its own buffer setting, so you can apply different rules to different meeting types. A client review call can have a 15-minute buffer while a quick internal sync has none. Buffers only affect meetings booked through Jump links and don't block time on your calendar or interact with meetings booked through other tools.
Scheduling Admin for Booking Windows:
Lite seat users are now automatically assigned Team Scheduling Admin permissions when added to a team, removing the manual setup step for support staff who manage booking links on behalf of advisors. Delegated notifications are also now live, so scheduling admins receive booking confirmations for windows they created, meaning the person managing the workflow is the one staying informed.
Grow
Actions in Signals
Signals have always surfaced the moments worth acting on — a held-away asset mention, a referral opportunity, a life event. Now you can define what happens next without leaving the Signal. At the bottom of any Signal, select an action type from a dropdown: create a Salesforce opportunity, flag a cross-sell, or send a client email. Configured actions appear on the right side of the meeting where the Signal is connected, so the context and the next step live in the same place.
Playbooks
Our first official Playbook is now available in Grow. It's built around research into what separates top advisors from the rest, specifically in first prospect meetings. The Playbook surfaces four behaviors to practice or avoid in that initial conversation to increase the likelihood of landing a second meeting. After a meeting is processed, the Playbook shows up through the Scorecard experience so feedback is tied directly to the conversation it came from.
Operate
Outlook Integration
Jump is now available as an Outlook Add-in for Web, Windows, and Mac. When you open an email thread, a Quick Action Panel surfaces a thread summary, contact context from Jump, and one-click reply suggestions so you can re-orient on a conversation and get to a draft without switching apps.
Selecting a suggestion opens AI Assistant, where you can refine the draft before pushing it back into Outlook. Every draft is human-reviewed before it is sent. For advisors managing a high volume of client email, this closes the gap between your inbox and the client context that lives in Jump.
Mobile
AI Associate on Mobile
AI Associate will be available this month on iOS, built for a conversational, thumb-friendly experience. Ask questions about clients, surface intelligence from past meetings, and take action across your connected systems — CRM, email, planning tools, portfolio data, and transcripts — from your phone. Every action requires your approval before it executes.
Whether you're recalling what a client mentioned before you walk into a meeting, checking a portfolio allocation on the way to an appointment, or identifying clients missing key documents between calls, it's now possible in seconds from your phone.
Contacts on Mobile
Contacts will be available this month on iOS. Browse and search your full contact list, view essential client information, and take action directly from a profile. Tap to email, tap to call, or start a mobile capture session with that contact. When you tap to call, Jump offers to automatically join and record the call via the notetaker.
Meeting Details
Before and after meeting views will be available this month on iOS. Tab navigation across meeting content — Pre-Meeting Prep, Notes, Automations, Tasks, and Signals — replaces the previous logic that attempted to auto-select the right view based on meeting timing. The result is a mobile meeting experience that matches what you're used to on desktop, with full control over which view you're in and when.
Integrations
HubSpot: Deals and Tickets as Action Items
HubSpot users can now create Deals and Tickets directly as action items out of a meeting, not just Tasks. If your follow-up workflow involves logging a new Deal or opening a Ticket in HubSpot, you no longer need to leave Jump to do it. Select the action type from the meeting, and it creates the corresponding object in HubSpot.
Redtail: AI Associate Embedded
AI Associate is now embedded directly in the Redtail experience on the AI Notetaker tab. Connected Redtail users can access Jump's AI Assistant without starting in Jump's interface. If Redtail is where you spend most of your day, the intelligence is now there too.
Redtail: Pre-Meeting Prep Improvements
Pre-Meeting Prep now pulls in two additional sources of Redtail data. First, if a Redtail note or activity contains comments, those comments now appear in your prep. Long comment threads that previously held important context were being missed entirely. Second, Pre-Meeting Prep now pulls in User Defined Fields from Redtail Contacts and Accounts. If your firm uses custom fields to store personalized client details — a favorite restaurant, an alma mater, a spouse's name, firm-specific notes — those details now show up before you walk into the meeting.
Asset-Map: Global Instance Support
Asset-Map Global users can now authenticate against the Global environment. Previously, non-US Jump users hit an authentication wall when connecting to Asset-Map. A new prompt during setup lets users choose between Global and US. Existing US users are unaffected and see no change to their authentication flow.
Have questions about any of these features? Reach out to your Customer Success Manager or visit our Help Center to learn more.
Certain features may not be available at all firms. Please contact your Broker-Dealer regarding feature availability and approval.