Renaissance Financial Saves Thousands of Hours by Standardizing Meeting Documentation
10,343
Meetings captured using Jump
5,712
Hours saved, based on Jump platform insights
10x
Adoption from initial pilot in June
Challenges
Manual meeting documentation that limited advisor capacity
Prior to using Jump, meeting documentation for advisors and their assistants was arduous and time consuming. The frequency and level of detail in client conversations demanded capturing notes accurately and entering them into systems a significant challenge.
Matt Kruse, Vice President of Information Technology & Cybersecurity, heard this frustration consistently.
“We had advisors telling us they were looking at hiring a meeting note taker or a scribe just to keep up,” he explained. Documentation wasn’t just inconvenient – it was becoming a real constraint on advisors’ capacity.
Without a standardized approach, advisors relied on handwritten notes, personal systems, or delayed CRM updates, with work piling up between client meetings and off hours. This inconsistency made it harder for support teams to act quickly and slowed follow-through on client work.
“Jump AI has made a dramatic impact on the advisors’ practices in our firm. As an advisor, I have never seen a piece of technology impact me like it before. The role of an advisor is to listen to the client for both the spoken and unspoken that takes place in a meeting. Your engagement is critical to the role and it simply is not possible to fully engage when you are trying to take notes during a conversation. Secondly, the quality of the notes produced are honestly better than any of the notes I took for the past 30 years. It has made me a better advisor. From a client perspective, they are completely on board with its use and are impressed that we would utilize technology to make sure that we continue to improve.”
Steve Kontz
President, Renaissance Financial
Solution
A compliant meeting workflow advisors chose to adopt
Renaissance Financial evaluated several meeting documentation tools through Cetera’s vendor review process with a clear goal: find a compliant solution that fit naturally into advisor workflows without creating more process.
Matt wanted to avoid repeated vendor reviews. “I didn’t want to go through this process again and again,” he said. “We asked which solution made the most sense, and Jump was the clear leader.” Being the first tool approved helped simplify rollout and reduce friction from the start.
What began as a small pilot quickly gained momentum. “I didn’t expect it to take off as quickly as it did,” Matt shared. Usage scaled more than tenfold to nearly 200 users as advisors saw peers using Jump in real client meetings, with new users continuing to opt in week over week.
Jump was deployed with enterprise controls and Salesforce integrations in place, ensuring meeting data was captured in a consistent, compliant format. While advisors drove adoption, other high-meeting-volume teams, including recruiters, business analysts, and HR, also began using Jump for interviews and internal discussions.
Matt even incorporated Jump into his own workflow. “I’m constantly going back to old meetings to remind myself what we talked about,” he said. “All I have to do is look at my notes.”
“Before using Jump, I would take notes the old school way - trying to write down everything I heard as fast as I could. It was impossible to multitask perfectly, so getting as close as possible was the best we could do. Now, I can truly listen to the client without being distracted. This allows us to capture everything accurately. I also save time because the notes go straight to our file and the action items are accessible to my assistant by the time I get back to my office. This not only saves time, but ensures accuracy, allowing us to deliver effective planning efficiently.”
Thousands of meetings captured and meaningful time returned to advisors
With Jump embedded into daily workflows, advisors at Renaissance Financial no longer needed to reconstruct their client conversations. Meetings were captured consistently, creating a reliable system of record advisors and support teams could trust. Matt said, “Jump offered what advisors needed: the opportunity to focus less on capturing notes and more on listening to clients.”
To date, more than 10,000 meetings have been recorded through Jump at Renaissance Financial, representing over 6,000 hours of advisor and internal conversations. Based on Jump’s platform insights, this translates into over 5,000 hours saved, time that would otherwise have been spent manually documenting meetings and managing follow-up.
Importantly, adoption has been organic. Advisors choose whether to use Jump and pay for the tools they adopt as part of running their practices. That opt-in model has made usage a meaningful signal of value. As Matt noted, “They’re paying for it, so when they choose to use it, that tells you it’s actually helping them.”
From a firm-wide perspective, the impact extends beyond advisors alone. “It’s taken a lot of the burden off assistants and support teams too,” Matt shared, pointing to cleaner handoffs and fewer gaps between meetings and execution.
Today, Jump plays a significant role in how Renaissance Financial standardizes meeting documentation while preserving advisor autonomy, a critical balance for a large, advisor-led enterprise that continues to grow.
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“Jump AI allows me to quickly and efficiently recap meeting details in a concise format — applying to both in-person and virtual meetings. Once Jump AI notes are reviewed and edited, we typically email clients the recap notes and ensuing work plan within 48 hours of our meeting — a previously untenable timeline. Jump AI has become one of the best tools for ongoing client engagement.”
