Sonmore Financial Runs Its Most Efficient Review Cycle Yet With Jump

Before Jump, Matthew relied heavily on handwritten notes and manual workflows that created delays for both him and his team. During review cycles, this friction became even more visible.

“My notes did not mean anything,” Matthew said. “Our paraplanner would prep for a meeting and say, Matt, you have four bullet points. What does this mean?”

Even when the paraplanner and intern supported meeting prep and follow up, the process required constant clarification, multiple reviews, and extra time spent reconstructing discussions. Follow up emails were often written and reviewed hours later, after details of the meeting had faded.

Task delegation created another bottleneck. For every Roth conversion, beneficiary update, or distribution request, Matthew had to manually trigger workflows and send instructions to his team. “It was very cumbersome,” he explained. “I had to go in and make a bunch of clicks in Redtail.”

When their full-time paraplanner left, the inefficiencies became even more apparent. Before hiring again, Matthew wanted to explore technology to close some of the gaps left behind by his paraplanner.

Matthew discovered Jump while exploring better ways to automate his firm’s operational load. Shortly after, he transitioned the firm to Quivr CRM, which expanded what his team could automate and made Jump even more powerful.

Jump now captures every client meeting and organizes it into clear, structured notes written in financial planning language. Instead of writing down tasks and pushing them into workflows manually, Matthew simply reviews and approves Jump’s suggestions. “Jump will suggest five things, and if I only want three, I deselect the other two,” he said. When he assigns work verbally in the meeting, Jump recognizes it and delegates it automatically. “If I say that Joe will handle something, Jump picks that up and assigns it to Joe. I do not have to box and assign anything.”

This made same-day follow up not only possible but effortless. “My goal is to have the meeting follow up done within 10 or 15 minutes after the meeting,” Matthew said. With Jump, that became his new standard.

Sonmore Financial’s most recent review season was noticeably more efficient. “These were our most efficient reviews,” Matthew said. “Significantly.”

Jump gave Matthew the ability to finish personalized follow up immediately after a meeting while ensuring nothing fell through the cracks for his team. “Being able to get my team to execute is the most important thing,” he said. “Before, it was all manual. Now Jump does it.”

Paired with Quivr, Jump helped the firm absorb the responsibilities of a full-time paraplanner while actually improving consistency and speed.

The improvement was not just operational. Matthew felt more present in client conversations, more confident that every action item was captured, and more efficient across the entire review cycle. “We are getting meeting follow up emails out quicker, and all the tasks from the meeting are captured,” he said. “Jump makes sure nothing falls through.”