BUYING GUIDE

Selecting AI Platforms in Asset Management Distribution

94% of asset managers plan to invest in AI to support distribution. This buyer's guide gives your committee seven requirements for comparing AI platforms and the data points to measure each one.

Seven requirements, from security and compliance to proven ROI, and what to look for in each
Specific metrics for every requirement, from weekly active users to net flows per seller
Common pitfalls, including why a 20% discount can cost more than list price

Jump is trusted by 50,000+ financial professionals at top firms of all sizes

Results from distribution teams at global asset managers

93%

team adoption within the first three months

Global insurer and asset manager | $1.4T+ AUMA

456%

increase in notes uploaded to the CRM

Global insurer and asset manager | $1.4T+ AUMA

$10M

trade after one wholesaler used Jump

Top 10 global insurer and asset manager | $2.9T+ AUMA

Webinar

How to Choose an AI Platform for Your Financial Services Firm

7 Criteria for Selecting an AI Platform: An AI Buyer’s Guide for Financial Services Enterprises

Report

Selecting AI Platforms in Wealth Management

Instead of merely comparing features, buying committees need to evaluate enterprise-grade characteristics like security and compliance, architecture, and ROI.