Customer Case Study

Renaissance Financial Saves Thousands of Hours by Standardizing Meeting Documentation

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Jump Customer Stories

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Renaissance Financial Saves Thousands of Hours by Standardizing Meeting Documentation

Coastal Bridge Advisors Logo

How Coastal Bridge Advisors Turned Everyday Conversations into Scalable Insight

EViE Financial Group Logo

EViE Financial Group Eliminates a Six-Month Notes and Follow-up Backlog with Jump

Sonmore Financial Logo

Sonmore Financial Runs Its Most Efficient Review Cycle Yet With Jump

Athlon Advisors logo

The Athlon Advisors Team Grows AUA 43% Since Implementing Jump

Freedom Financial Planners Advisor Doubles Client Meetings and Cuts Admin Time by 67% with Jump

Byas Wealth Management Decreases Meeting Admin by 83% with Jump

Best tech we have

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Gloria Franz

Personal CFO, CFP®, CSRIC®

If Jump came back and told me that they’re raising my price from like $96 a month to $500 a month, I would apologize to my youngest daughter and tell her she has to pay for her own college. It’s so good.

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Andrew Carman

Wealth Advisor, Professional Wealth Advisors

It’s been an outstanding experience. It’s an outstanding product. It’s far exceeded our expectations.

I would say that Jump is one of the best consumer related experiences that I’ve ever had. Personally or professionally, you guys have set the bar extremely high. We have high expectations of ourself here in the office. You have matched and exceeded all of our expectations.

Andrew Carman Profile Image

Andrew Carman

Wealth Advisor, Professional Wealth Advisors