Jump’s AI saves you time by automating meeting prep, notetaking, and follow-up. Then it helps you maximize saved time, uncovering hidden client needs in your data.
“What would have taken me 20 or 30 minutes ... takes me literally less than 5.”
Jeffrey Byas of Byas Management reduced his post-meeting tasks by 83% after joining Jump.
Let Jump do what it’s good at, so you can do more of what you’re good at
1 hour
Meeting admin time saved
Per advisor, every day worked
250
Days worked per year
Minus weekends, holidays, time off
$2500
Overhead saved each year*
Based on $100/hr blended rate
*This is a hypothetical scenario and not meant to be a guarantee of results. Each advisor's mileage with automated features such as meeting prep, notetaking, smart tasks, and follow-ups may vary.
20+ AI features that transform the way you work, forever
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.
