INDUSTRY-LEADING COMPLIANCE
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.
Why Jump
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.
SOC 2 Type II compliance, encryption at rest and in transit, and contracts that stop LLM providers retaining or training on your data.
Choose 100% no recording capture or compliant recording and transcription, with retention and consent set to your policies.
Jump combines enterprise-grade security and compliance with a deep understanding of financial professionals' workflows and the ability to operate at our scale. Most importantly, its technology reflects our conviction that AI should amplify human expertise and deepen client relationships.
Jonathon Gais
VP of Field Enablement
AI Governance
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.
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.
Configure access, workflows, capture, and storage to align with your firm’s policies and supervisory requirements.
HOW FIRMS CONFIGURE JUMP
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.
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.
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.
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.
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.
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
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
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
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.
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.