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.
Jump captures meeting notes, updates CRM records, drafts personalized FinPro recap emails, and assigns smart follow-up tasks to your internal team – all ready for your review.
Intake
Client onboarding without the fuss
Easy onboarding collects the info you need from new clients automatically — no back-and-forth.
“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 finserv professional, 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.
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.
