Protect your firm. Power your advisors.
Trusted Enterprise AI for Financial Services
The end-to-end AI platform built for firm-wide deployment, with governance controls for the most demanding compliance standards and proven advisor adoption.
Empowering over 35,000+ advisors at top firms of all sizes
OUR PRODUCT
Safe AI built for every step of the client lifecycle
Elevate the client meeting cycle with scheduling, prep, notes, & follow-up. Automate CRM & planning updates.
Onboard clients and open accounts in minutes. Upload documents, complete forms & sync with systems.
Grow your firm with tailored insights, playbooks & analytics. Surface held-away assets, referrals & opportunities.
OUR PARTNERSHIP
AI expertise aligned to your success
Customized to your standards
Set firm-level meeting templates, follow-up formats, and compliance disclosures. Then allow advisors to personalize within guardrails.
Best-practice design and onboarding
Jump’s onboarding model is purpose-built for large firms, with best-practice approaches available to inform your approach.
Adoption that sticks
Jump fits into how advisors already work – no new habits to learn, no long ramp-up. Role and group-based training ensures record-high adoption.
Dedicated live support
With 95% satisfaction rates, 5-minute chat response times and US-based support available across time zones, we ensure every enterprise need is met.
#1 in configurable compliance
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.
Audit-ready by design
With SOC 2-compliant infrastructure and enterprise-grade security, Jump meets the highest standards for privacy, encryption, and auditability across every data flow.
The right permissions for every role
Strong access controls are a priority for you, and they are for Jump, too. Easily control who can see, edit, or manage meetings, settings, and data — with built-in roles for teams and accounts.
One platform connected to the data and workflows that matter
40+ two-way integrations to keep your data current and connected across any ecosystem including CRMs, financial planning tools, conferencing systems, and calendars.
10 hrs
saved per advisor per week
2.1x
increase in growth opportunities
42%
reduction in outstanding client service tasks
$12.5M
overhead saved each year
based on $100/hr blended rate
Customer Case Study
Elevating the client experience with AI
Renaissance Financial saves thousands of hours by streamlining workflows, automating manual tasks, and giving advisors more time to focus on client relationships.
