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Product
Operating System
Included in all plans
AI Associate
Ask questions and take action across your tech stack.
Client profiles
Evergreen client profiles that pull data across all of your data sources.
Integrations
Keep all of your data up to date through Jump’s 30+ integrations.
Email assistant
Faster drafting and rewrites, right in your inbox.
Products
Meetwith clients
Notetaker
Meeting notes, decisions, next steps.
Pre-meeting prep
Auto-generated meeting brief.
Agendas
Structured agendas for every meeting.
Post-meeting data sync
Send structured data straight into your CRM and other systems.
Follow-up
Follow-up emails and action items generated automatically.
Meeting scheduling
Book meetings with clients and send reminders automatically.
Onboardnew clients
AI Intake forms
Structured data collection for your clients
Document intelligence
Upload, parse, and sync documents anywhere they need to go.
Real-time account opening
Prefill, complete, and send account applications live.
Growyour firm
Signals
Highlights key opportunities and risks.
Playbooks
Repeatable workflows for the team.
Scorecards
Tracks performance for coaching.
Pulse & Surveys
Query ongoing or past meetings to search for insights.
Dashboards
High-level visualizations that help you take next best actions.
Solutions
By Industry
Enterprise Firms
AI that your entire firm can trust
Independent Advisors
AI-powered meeting intelligence for independent practices
Insurance
AI built for producers and advisors
Accounting
Client intelligence for relationship-driven accounting teams
Asset Managers
AI for asset management wholesalers
Insurance Wholesalers
AI for insurance carrier distribution teams
Banks & Credit Unions
Turn client meetings into cross-sell opportunities
Why Enterprise teams choose Jump
Compliance at scale. Growth at speed. Trusted by LPL, Osaic, Cetera and supporting 50,000+ financial professionals.
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Equitable advisors

F2 Strategy

Equitable advisors

F2 Strategy

Equitable advisors

F2 Strategy

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