Integration
Jump +FMG Suite
Turn client conversations into more valuable follow-up with relevant, firm-approved FMG content suggested directly in Jump. After a meeting, Jump identifies FMG articles related to the topics discussed and brings them into the advisor’s recap-email workflow. Advisors review every suggestion and decide what to include before sending.
Key benefits
Find relevant content faster
Surface FMG articles based on the topics discussed during a client meeting.
Stay in the Jump workflow
Review and add FMG content without searching another platform or copying links manually.
Support compliant follow-up
Jump only suggests FMG content already available through the firm’s approved FMG library.
Create more useful recap emails
Add timely educational resources with minimal additional work.
Feature details
Conversation-Based Content Suggestions
Jump identifies relevant FMG articles based on the topics discussed during the client meeting.
Advisor Review and Control
Advisors preview each suggestion and choose Use or Remove. Nothing is included without their approval.
Search FMG From Jump
Advisors can search their firm’s FMG library for a different article without leaving the recap-email workflow.
Firm-Approved Content
Jump only surfaces FMG content available through the firm’s approved library.
Built Into Recap Emails
Approved articles are added directly to the Jump-drafted follow-up email for the advisor to review and send.
How it works
Finish a client meeting in Jump.
Jump drafts the post-meeting recap email and suggests relevant FMG articles based on the conversation.
Review each article’s image and title, then select Use or Remove. Nothing is included until the advisor approves it.
If needed, select Search FMG to find a different article.
Send the recap email through the advisor’s connected Gmail or Outlook account.
Resources
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