REPORT
Jump's AI Maturity Model
Using AI and being AI-mature aren't the same thing. This diagnostic framework — built on Jump's experience with 45,000+ advisors — shows you exactly where your firm stands today and what it takes to reach the next stage.
- Benchmark your firm across 6 dimensions of AI maturity
- Learn the risks of falling behind — and the payoff for advancing
- Get a clear roadmap to your firm's next stage
Keep building your AI strategy
More resources to help you put the model into action.
WEBINAR: Sept. 22 • 10 am PT/ 1 pm ET
Where does your firm actually stand on AI — and what's the path to the next level? Join us to introduce the AI Maturity Model for Enterprise Wealth Management, a diagnostic framework built from Jump's work with 45,000+ advisors across the industry's largest firms
SELF-ASSESSMENT: Where does your firm stand?
Answer twelve questions about AI at your wealth management firm to see how you stack up across six dimensions of AI maturity.
Expert opinion puts Jump ahead
2.2x
Market Share | 22.68% Jump vs. 10.22% Zocks
T3 / Inside Information software survey, 2026
#1
Highest enterprise feature composite score, across 32 criteria
Ezra Group strategic buyer's guide, 2026
Leader
Named the sector leader in AI note-taking for financial advisors.
The Oasis Group AI Note Takers Research Report, 2025
Methodology note: Comparison last reviewed September 2026. Product capabilities are based on publicly available Jump and Zocks product documentation. Market-share and analyst findings are attributed to the third-party sources shown above.
