What if every advisor performed like your top advisor?
Jump makes it possible, at scale. Cut meeting admin 90%, configure automated compliance, and access insights across your client data to accelerate growth. It’s like hiring an exceptional assistant for every advisor.
Jump’s AI uncovers success strategies in your data, then scales them to every advisor
Insights analyzes client interactions to uncover what works
Insights evaluates client meetings with AI sentiment analysis and semantic parsing to track down topics, tactics, and financial strategies that engage clients for even better relationships.
Scorecards offer feedback to help all advisors reach their peak
Scorecards provide actionable recommendations from meeting data, and can be updated as new insights emerge or market conditions change, to always reflect leading practices.
Jump has the most configurable compliance settings, whether you’re an IBD, RIA, or enterprise wealth team. It easily aligns to your record-keeping and supervision policies.
With SOC 2-compliant infrastructure and enterprise-grade security, Jump meets the highest standards for privacy, encryption, and auditability across every data flow.
Access control is a priority for you, and it is for Jump, too. Easily who can see, edit, or manage meetings, settings, and data — with built-in roles for teams and accounts.
