Integrates with your technology
Easily connect Jump to your CRM, financial planning tools, conferencing and VoIP systems, and calendars. Automate data sync, cut meeting admin, and deliver great client experiences — with much less effort.
Filters (26)
AdvisorEngine
CRM
Connect AdvisorEngine so Jump can push notes and tasks, update fields, and prep meetings.
- Sync notes to Households, Contacts, or existing Record Actions
- Sync AI‑generated tasks to Record Actions
- Pull Households, Workflow, and Record Actions for pre‑meeting prep
- Update fields after conversations
eMoney
Financial Planning
The Jump + eMoney integration automatically keeps financial plans up to date based on client meeting conversations, helping advisors turn real discussions into accurate plan updates without manual data entry. After each meeting, Jump uses AI to identify potential changes discussed such as assets, liabilities, income, expenses, insurance, or priorities. Advisors can review and approve before syncing directly into eMoney.
- Update client facts after a meeting
- Onboard new clients with facts gathered in the meeting
- Power “ask anything about a client/plan”
- Pull plan facts and financial data as context
Intulse
Meetings
Connect Intulse so Jump can automatically join and record phone calls.
- Automatic notetaker joining
- Recording capabilities
- Meeting transcription
- Host-independent recording
Asset-Map
Financial Planning
The Jump + Asset-Map integration automatically turns client meeting conversations into suggested updates for a client’s Asset-Map, helping advisors keep financial plans current without manual data entry. After each meeting, Jump analyzes the conversation and identifies potential changes such as new assets, liabilities, household updates, or evolving goals. Advisors can review and approve before syncing directly into Asset-Map.
- AI-suggested fact updates keep plans current
- Ask Jump anything about Asset-Map data for instant answers
- Capture real-life changes as they happen
- Maintain advisor control
Practifi
CRM
Connect Practifi so Jump can sync notes, tasks, and field updates across records.
- Sync notes to Contacts, Entities, or custom Practifi objects
- Auto‑create tasks that sync back to Practifi
- Pull Contacts, Entities, Tasks, Processes, Deals, and more for prep
- Update Practifi fields after meetings
XLR8
CRM
Connect XLR8 so Jump can push notes and tasks, update fields, and prep meetings.
- Update fields after conversations
- Sync AI‑generated notes to client records
- Sync AI-generated tasks with assignee, due date, and more
- Pull context for pre‑meeting prep
Advyzon
CRM
Connect Advyzon so Jump can sync meeting notes, tasks, and updates with your CRM.
- Update fields after conversations
- Sync AI‑generated notes to client records
- Sync AI-generated tasks with assignee, due date, and more
- Pull context for pre‑meeting prep
RightCapital
Financial Planning
Connect RightCapital so Jump can keep your financial planning data up-to-date.
- Update client facts after a meeting
- Onboard new clients with facts gathered in the meeting
- Power “ask anything about a client/plan”
- Pull plan facts and financial data as context
Quivr
CRM
Connect Quivr so Jump can push notes and tasks, update fields, and prep meetings.
- Sync notes to Households or Meetings, including custom objects
- Auto‑create tasks that sync back to Quivr
- Pull Contacts, Households, Meetings, Tasks, Holdings, and more for prep
- Update fields after meetings
Dialpad
Meetings
Connect Dialpad so the notetaker can automatically join and record meetings even when the host is not present.
- Automatic notetaker joining
- Recording capabilities
- Meeting transcription
- Host-independent recording
Dynamics Sales 365
CRM
Connect Dynamics 365 Sales so Jump can sync client data and reduce post-meeting tasks.
- Update fields after conversations
- Track customer interactions
- Manage opportunities
- Microsoft 365 integration
Connect LinkedIn to turn meeting conversations into draft marketing content you can post.
- Generate social posts, blogs, or newsletter blurbs
- Edit drafts in Jump and copy to any channel
- Works without LinkedIn, or publish directly when LinkedIn is connected
Exchange
Calendar
Connect Microsoft Exchange so Jump can manage follow-ups and calendar workflows automatically.
- Email management
- Calendar synchronization
- Contact management
- Meeting scheduling
SmartOffice
CRM
Connect SmartOffice so Jump can sync notes, tasks, and field updates with your CRM.
- Update fields after conversations
- Sync AI‑generated notes to client records
- Sync AI-generated tasks with assignee, due date, and more
- Pull context for pre‑meeting prep
Google Calendar
Calendar
Connect Google Calendar to let Jump draft emails, manage invites, and schedule the notetaker for meetings.
- Meeting scheduling
- Notetaker scheduling
- Email drafting
- Google Workspace integration
Google Meet
Meetings
Connect Google Meet so Jump can record meetings and trigger workflows. Include the Meet link in the calendar event.
- Automatic notetaker joining
- Meeting recording
- Meeting transcription
- Google Workspace integration
GoTo Meeting
Meetings
Connect GoTo Meeting to enable the notetaker to join and record meetings even if you are not present.
- Automatic notetaker joining
- Recording capabilities
- Meeting transcription
- Host-independent recording
HubSpot
CRM
Connect HubSpot to automatically update CRM records after conversations with clients and prospects.
- Update fields after conversations
- Track customer interactions
- Manage deals and contacts
- Workflow automation
Microsoft Calendar
Calendar
Connect Microsoft 365 so Jump can draft emails, manage your calendar, and schedule the notetaker for meetings.
- Meeting scheduling
- Notetaker scheduling
- Email drafting
- Microsoft 365 integration
Microsoft Teams
Meetings
Connect Microsoft Teams to let the notetaker join, record, and trigger meeting automations. Make sure to include the Teams link in your invite.
- Automatic notetaker joining
- Cloud recording support
- Meeting transcription
- Microsoft 365 integration
Redtail
CRM
Connect Redtail to keep CRM data up to date after every client conversation.
- Update fields after conversations
- Track client interactions
- Manage financial relationships
RingCentral
Meetings
Connect RingCentral so the notetaker can automatically join and record meetings, even if the host is not present.
- Automatic notetaker joining
- Recording capabilities
- Meeting transcription
- Host-independent recording
Salesforce
CRM
Connect Salesforce so Jump can automatically update CRM fields after meetings.
- Update fields after conversations
- Track customer interactions
- Manage opportunities
- Financial Services Cloud support
Wealthbox
CRM
Connect Wealthbox so Jump can update CRM fields after meetings and save time on follow-ups.
- Update fields after conversations
- Track client interactions
- Manage financial relationships
Webex
Meetings
Connect Webex so the notetaker can automatically join and record meetings, even if the host is not present.
- Automatic notetaker joining
- Recording capabilities
- Meeting transcription
- Host-independent recording
Zoom
Meetings
Connect Zoom so the notetaker can automatically join and record meetings even if you are not the host or are not present.
- Automatic notetaker joining
- Recording capabilities
- Meeting transcription
- Host-independent recording