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

Today we have some exciting news to share: Jump is acquiring Mobile Assistant.

For years, Mobile Assistant has been an industry standard for accuracy, trust, and service in human and technology-enabled meeting transcription for financial advisors. When we first met Corey Westphal and the Mobile Assistant team, it was clear to see their dedication to quality, partnership, and innovation. Corey was driven by the belief that technology’s role is to clear the path for advisors to spend more high-quality time with their clients. Since launching in January 2024, Jump has pursued this same goal by delivering AI-native technology solutions used by 20,000 financial services professionals to save time and grow their practice. To date, advisors have recorded more than 1.2 million meetings using Jump and saved over 600,000 hours – the equivalent of nearly 70 years that’s been given back to focus on clients.

By partnering with Mobile Assistant, we’re creating a clearer path for advisors to experience what comes next with a new layer of intelligence that can turn every conversation into greater client connection, insight, and opportunity, and every day into growth.

Why Now — and Why It Matters

Advisors today are expected to do more than ever before. They’re expected to serve more clients, manage an ever-expanding tech stack, and deliver holistic, personalized service. All of this while meeting clients’ expectations for near-instant responses and turnaround times.

At Jump, we believe that AI’s best use is not to replace the advisor, but rather to empower advisors to focus on what matters most: people.

What Mobile Assistant Customers Can Expect Moving Forward

In careful cooperation with the Mobile Assistant team, Jump is committed to a smooth transition for customers with white-glove onboarding. Annual Mobile Assistant customers will receive promotional credits towards a new Jump subscription for any time remaining on their existing Mobile Assistant subscription.

Jump delivers AI built specifically for advisors – easy to use, fully integrated with the rest of the wealthtech stack, 100% customizable to match your work style and voice, and built with security, privacy, compliance, and AI safety at the core.

You are in good hands with Jump, which has been recognized with:

• 98% customer satisfaction rating for our US-based support team
• “Overall Category Leader” designation by Oasis Group’s product analysis
• #1 rankings in Kitces and T3 advisor surveys for adoption and satisfaction

But note-taking is just the beginning. Starting today, Mobile Assistant users will have access to the full Jump AI platform with a complete suite of capabilities across pre-meeting prep, CRM and financial planning updates, follow-up emails, tasks, and AI-powered search. Coming soon, Jump will also enable you to grow faster with AI-powered insights and agentic workflows that will identify new revenue opportunities and act on them.

A Smarter, Safer Future for Advisors Starts Now

We are excited for you to try some advisor AI magic for yourself.

Stay tuned for a welcome email where you can experience the product for yourself and please join us for a Mobile Assistant customer town hall taking place on Friday, October 24th where we will answer any questions you have about the transition. To learn more, you can visit jump.ai/ma.

Thank you for the opportunity to work together.

Parker Ence
Co-Founder & CEO, Jump