Byas Wealth Management Decreases Meeting Admin by 83% with Jump

As a founder and solo advisor, Jeff manages every part of his firm, from client strategy to day-to-day operations. Prior to using Jump, Jeff was his own notetaker in every client meeting, juggling transcribing the conversation while actively listening and providing strategic recommendations. Afterward, he spent another 20 to 30 minutes entering notes into Redtail CRM to keep client information organized. As other tasks took priority, meeting notes piled up, leaving important details stuck in notebooks instead of his CRM.

“There were weeks when I felt like I was constantly catching up on notes rather than focusing on my clients,” Jeff said. “I knew it wasn’t sustainable.”

Jeff identified AI as a potential solution early on, and explored various tools that promised to boost efficiency. But he quickly realized managing multiple disjointed apps added another layer of complexity. Jeff needed one platform that met his three requirements of securely capturing meeting insights, automating administrative tasks, and integrating directly with Redtail.

After discovering Jump through a LinkedIn post, Jeff scheduled a demo and immediately saw how the platform could simplify his workflow. “Jump checked every box for me,” he said. “It was the first solution that felt like it truly understood how financial advisors work.”

With Jump, Jeff no longer worries about taking notes during meetings. The platform automatically captures conversations, generates editable summaries, and syncs them directly to his CRM. Jump also drafts follow-up emails and tasks based on action items discussed during meetings.

Jeff’s new workflow has transformed how he manages his time and client relationships. What once took up to half an hour per meeting now takes just five minutes. By reducing post-meeting work, Jump has helped Jeff cut meeting-related administrative time by more than 80%, allowing him to focus on higher-value client interactions and new business opportunities.

“I can walk out of a client meeting knowing everything’s captured, summarized, and ready to go,” Jeff said. “Jump has changed the way I do business. I’m able to have real conversations with clients, focused on listening, instead of worrying about my notes.”

Beyond time savings, Jump’s analytics tools have given Jeff deeper insight into his own performance. Aggregated meeting data revealed that he was talking more than he realized, prompting him to adjust his approach. Since then, his conversations have become more balanced, engaging, and impactful.

With Jump, Byas Wealth Management has reclaimed valuable hours each week, streamlined CRM processes, and elevated the overall client experience, all while maintaining compliance and control.