TCI Wealth Advisors Scales Meeting Capacity and Streamlines Documentation Workflows with Jump

As TCI expanded, so did the number of client meetings. Advisors were conducting hundreds of meetings each week, creating a growing burden around note taking, documentation, and follow-up.

Capturing accurate meeting notes required significant time and effort. Some advisors relied on manual notes, while others completed documentation after meetings—often outside of normal working hours.

“Advisors were doing work on weekends or evenings just to catch up on notes from the week,” said Rory Barnes, Business Systems Analyst at TCI.

In some cases, advisors insisted on having support staff attend meetings solely to capture notes and ensure nothing was missed. The result was highly skilled advisors spending valuable time on administrative work instead of client conversations.

“We’re paying our advisors to advise,” Rory said. “If we can give them that time back and make them more efficient, that’s a big win.”

As the firm continued to scale, leadership identified meeting documentation as a critical opportunity to improve efficiency without compromising service quality.

TCI evaluated several AI-powered note-taking solutions as part of its broader technology modernization efforts. While some tools offered broad transcription capabilities, they lacked the structure and customization required for financial advisory workflows.

“They were thorough, but almost too thorough,” Rory said. “They captured everything, but not necessarily the things we actually needed.”

TCI selected Jump for its balance of simplicity, customization, and seamless integration with Salesforce—including support for custom objects tailored to the firm’s workflows.

Equally important was the level of partnership.

“There was a real willingness to make it work for us with Jump,” Rory said. “That was a big differentiator.”

The firm rolled out Jump in phases, starting with advisors before expanding to management teams for internal meetings. From the outset, adoption was strong, and usage has continued to grow organically as advisors see the outcomes of their peers’ workflows.

TCI also invested in customizing the platform to match advisor preferences, refining prompts and outputs to better reflect how advisors think about client relationships.

That flexibility helped convert even early skeptics.

“We were able to tweak the prompts to match exactly what advisors wanted,” Rory said. “One user saw the updated notes and said, ‘This is exactly what I wanted.’”

Since implementing Jump, TCI Wealth Advisors has captured over 5,000 meetings and saved approximately 2,900 hours in meeting documentation.

Advisors no longer need to spend evenings or weekends catching up on notes. Documentation is handled automatically, with summaries flowing directly into Salesforce and other systems.

The shift has also reduced the need for additional staff in meetings, allowing teams to operate more efficiently without sacrificing accuracy.

“We had advisors who felt like they needed someone in every meeting just to take notes,” Rory said. “That’s not necessary anymore.”

For some advisors, the impact has been immediate and decisive.

One advisor in TCI’s Flagstaff office, a former orthopedic surgeon accustomed to heavy documentation requirements, summed it up simply: if Jump were removed, he “wouldn’t want to keep doing the job.”

As adoption has grown, so has internal momentum. Advisors are actively experimenting with customization, refining how notes are captured, and exploring integrations across the firm’s technology stack.

“People are seeing what others are doing and asking for it,” Rory said. “That’s always a good sign.”

Looking ahead, TCI sees Jump as part of a broader effort to create more connected workflows across platforms like Salesforce, email, and financial planning tools.

For a firm growing as quickly as TCI, that scalability is essential.

“If we can consolidate tools and make things more efficient,” Rory said, “that’s exactly what we’re trying to do.”