EViE Financial Group Eliminates a Six-Month Notes and Follow-up Backlog with Jump

As EViE Financial Group grew, documentation became a constant drag on capacity and follow-through. Melissa Reaktenwalt, the firm’s founder, was trying to run a high-volume schedule, but the work required to capture meeting details and translate them into action kept breaking the calendar.

“It was terrible,” Melissa said. “The note-taking process was always such a bear no matter what I did.”

The operational cost showed up quickly. Notes piled up faster than the team could process them. “We were backlogged by probably six months just on notes,” she said. That backlog created stress, slowed execution, and made it harder to stay consistent across a planning-heavy client experience. Melissa was always looking for ways to operate more efficiently, and she pushed her team to keep an eye out for anything that could help streamline the work.

They tried Wealthbox notes, the reMarkable tablet, paper notes, Post-its, and typing in Word while clients spoke.

“I had stacks and stacks and stacks of notes. It was nonsense.” Melissa said. Even the reMarkable, which “felt cool,” was “clunky in execution,” and still meant she was writing or typing through meetings.

To make follow-through more manageable, she also tried consolidating tasks via a running weekly task list over email. It helped centralize requests, but it created another layer of manual work to track to-dos, route tasks to the right person, and then re-enter them into Wealthbox.

Every attempt still left her stuck doing some version of manual documentation. Client-facing capacity was likewise limited. While Melissa aimed for a demanding schedule of six to ten meetings a day, she was running out of capacity, and settled for four to five client meetings a day.

Melissa ultimately found Jump through a team member, who had done diligence to confirm it met the firm’s compliance requirements. After the demo, the decision was immediate. “I was like, take my money, let’s go,” she said.

Jump replaced the patchwork of paper, devices, and manual typing with structured meeting capture and a clearer path from conversation to execution. Jump is on every meeting including internal calls, capturing notes, without Melissa having to lift a finger.

For Melissa, the shift was not only about notes, “it was everything.”

Melissa uses Jump to automate tasks. Instead of running a parallel system through email and then re-entering tasks into Wealthbox, Melissa could quickly review, edit, and move work forward. “The fact that it’s so automated and I can do everything in three clicks, it’s amazing.”

Melissa continues to find new ways to utilize Jump. She most recently discovered Jump’s meeting prep feature, allowing her to eliminate hours of pre-meeting work.

With Jump in place, Melissa removed a major operational drag; the firm’s six-month notes backlog. Her team is now completely up-do-date with notes, automatically. “It’s nuts. I never thought that would exist in my life.”

That reliability translated directly into capacity. What had previously been an inconsistent target for meetings became achievable in real life. “Now I can hit six to ten meetings” she said. “Jump allows us to do that and then scale.”

Jump has also helped Melissa capture and act on client opportunities that used to get buried in scattered notes.“If I just jot down $150,000 on some piece of paper or type that on reMarkable, I don’t know what that means,” she said. With Jump, those details are captured in the flow of the conversation, making it easier to track what matters and follow through without digging through notebooks later.

With Jump, EViE Financial Group has more broadly shifted how they operate day-to-day, with less time spent managing tools and more time focused on client work. “Jump has totally changed our practice for the better,” said Melissa.