“In our highly regulated profession, we’re always looking for efficiencies that strengthen our operations without compromising the client experience.”
Will Hoffman
Lead Advisor
INDUSTRY-LEADING COMPLIANCE
Compliant AI, Built for Financial Services
Jump is the enterprise-grade AI platform purpose-built for financial professionals and trusted by compliance teams across 11,500+ firms of all sizes. With no recording and recording options.
Trusted by compliance teams at 11k+ firms
Why Jump
Why compliance teams choose Jump
Partner with compliance experts
Trusted by compliance teams at the largest enterprise firms, with a team that evaluates your individual requirements and assists with your custom configuration prior to rollout.
Rely on enterprise-grade security
SOC 2 Type II compliance, encryption at rest and in transit, and contracts that stop LLM providers retaining or training on your data.
Configure to meet your standards
Choose 100% no recording capture or compliant recording and transcription, with retention and consent set to your policies.
AI Governance
Safe AI you can put in front of your clients
AI never trains on your data
Jump does not use customer data to train, fine-tune, or improve any AI model. Our Data Processing Agreements with model providers include zero-retention and no-training clauses.
Human in the loop
Jump drafts and proposes emails, CRM updates, and follow-ups, then stops. Nothing reaches a client or a system of record until an advisor has reviewed and approved it.
Your firm sets the rules for AI
Configure access, workflows, capture, and storage to align with your firm’s policies and supervisory requirements.
HOW FIRMS CONFIGURE JUMP
Built to meet enterprise-grade compliance standards.
1. Choose whether to record
Jump gives firms the option of 100% no recording capture without giving up full notes, action items, or follow-ups. Or users can retain a recording for supervisory review, coaching, and a record of what was said to protect their firm.
2. Set your transcript retention policy
Transcript retention is controlled separately by your firm's Storage Policy. Purge as soon as the summary is generated, retain for years, or set anything in between.
3. Archive to your system of record
Jump automatically archives the meeting outputs your firm selects to Global Relay, Smarsh, or Proofpoint, with audit-ready exports on demand for supervision or an exam.
4. Configure rules for different teams
Set capture, retention, and consent rules by advisor group, client type, and meeting type, so wealth and capital markets teams can operate under different policies.
5. Enforce policy centrally
Firm administrators manage and enforce those policies. Jump also supports role-based access controls, SSO, SCIM, required attestation before CRM sync, and transcript download restrictions.
6. Determine what constitutes books and records
If you treat a recording or transcript as books and records, retention and supervision obligations follow. Neither Rule 204-2 nor FINRA Rule 4511(b) requires you to create a recording. Confirm with counsel.
CAPTURE TRANSPARENCY
Your firm chooses whether to retain an audio or video recording.
In Jump’s no recording option, no audio or video recording is retained. Audio is processed in real time wherever the connection allows. Where it does not, audio is cached on the device so the meeting is not lost, and the cache is purged once transcription and summary processing completes. Transcript retention is controlled separately by your firm's Storage Policy.
Consent
Consent, configured to your policy.
Jump lets your firm configure passive or explicit consent by meeting type, so prospect calls, client reviews, and internal meetings can follow different workflows. Because requirements vary by jurisdiction, we recommend obtaining explicit consent every time. A simple disclosure is usually enough: "I'm going to use my note-taking technology so I can focus on you instead of typing. Is that okay?
SECURITY AND PRIVACY
Your data stays protected, and stays yours.
You own your data and everything Jump produces from it, including notes, transcripts, and summaries. We do not sell it, rent it, monetize it, or use it for advertising. For details on Jump's security, privacy, infrastructure, data protection, and AI security practices, visit our Security page. Our SOC 2 Type II report, penetration test reports, and supporting documentation are available directly from our Trust Center.
Questions compliance teams ask us
Does Jump record client meetings?
Recording is optional, and your firm decides. In Jump’s no-recording option, no audio or video recording is retained, and advisors still receive full notes, action items, and follow-up emails. Some firms choose to retain recordings for coaching and development, supervisory review, or a record of what was actually said. When recording is enabled, your firm controls retention and can automatically archive recordings to its system of record.
Does recording create additional storage and supervision obligations?
Is Jump recordingless?
Is any AI notetaker truly recordingless?
Does no recording mean no record of the conversation?
How does Jump compare to Zocks and other AI notetakers?
Can we turn recording off entirely?
Do we need client consent to use Jump?
Does no recording mean no consent obligation?
Do SEC or FINRA rules require us to retain recordings for six years?
Can different teams have different policies?
How long does Jump keep our data?
Does Jump train AI models on our client data?
What can our compliance team actually supervise?
Where can we get your security documentation?