Mobile Assistant Customers

Welcome to Jump

Introducing a new era of meeting notes. Jump uses AI to capture, summarize, and organize meetings — combining human accuracy with powerful automation.

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What is Jump?

The leading AI assistant for financial advisors

Jump gives you new ways to automate note-taking, meeting prep, compliance, CRM updates, and follow-ups – all built on the same foundation of reliability and care you’ve come to expect.

Integrate easily with every tool

Streamline workflows across systems with integrations across conferencing, CRM, planning, and more.

Automate admin busywork

Reclaim hours – let Jump handle notes, summaries, and CRM updates automatically after every client meeting.

Engage clients 
at scale

Use AI to automatically generate personalized recap emails, social media posts, and more with a human touch.

Join us for a live town hall

Friday, October 24 | 12 PM PT

Join Jump CEO Parker Ence and Mobile Assistant founder Corey Westphal for a live town hall webinar on Friday.

They’ll share what this transition means for you — and how Jump is taking trusted meeting notes to the next level with AI.

Join the webinar

Trusted by 19,000+ financial advisors

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StoneX Logo
Osaic Logo
Valmark Financial Group Logo
Cetera Logo
LPL Financal Logo
Kingview Partners Logo
Mission Wealth Logo
Integrated Partners Logo
Merit Financial Advisors Logo
Axtella Logo
Elevation Financial Logo
Sanctuary Logo
United Planners Financial Services Logo
Csenge Advisory Group Logo

Jump has reclaimed almost 10 hours a week for me which is incredible. Now I can spend more time growing relationships and bringing on new clients.

Sanjay A. Das CFP® Profile Image

Sanjay A. Das CFP®

Wealth Advisor, Hive Financial

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Frequently Asked Questions

  • Why is Jump acquiring Mobile Assistant?

    Jump has acquired Mobile Assistant – a leading provider of compliant, human-in-the-loop meeting note transcription – to expand its market footprint and give Mobile Assistant customers a more direct path to AI-powered productivity.

  • How does this acquisition fit into Jump’s strategy?

  • What can customers expect from this acquisition?

  • What’s the timeline for migration to Jump?

  • How will Jump onboard Mobile Assistant customers?

  • How much does Jump cost?

  • Can I expect all the same product capabilities with Jump?

  • What else do customers get by switching to Jump?

  • Where can I reach out for Jump support?

  • Is the AI safe and compliant?