AI Associate
An AI agent that runs your workflow so you don’t have to
AI Associate connects to your CRM, email, planning tools, and documents. Ask questions. Update records. Draft emails. Schedule follow-ups. Every action requires your approval.
Trusted by over 28,000 advisors at top firms.
Feature Overview
Ask anything. Take action instantly.
AI Associate connects to your firm’s systems and data so you can ask questions and take action in one place. Update records, send emails, assign tasks, and schedule meetings from a single conversation.
Deep Data Retrieval
The agent queries your CRM contacts, financial plans, portfolio positions, custody records, and meeting transcripts—all from a single conversation. No more toggling between six browser tabs to answer one question.
Cross-System Research
Hand the agent a research question and it works across your connected sources to come back with a fully developed answer. It synthesizes data from meetings, planning tools, and portfolio systems into a single, coherent brief—saving hours of manual assembly.
Meeting Intelligence
Ask what a client said about their retirement timeline, risk appetite, or a concern they raised three meetings ago. The agent reads your transcripts and meeting notes and surfaces the answer with the source attached.
Book-of-Business Intelligence
Spot trends across your entire client base and take action immediately.
An AI agent that works across your entire book of business
AI Associate uses data from your CRM, meetings, financial plans, and documents so you can find answers and take action without switching between systems.
One interface. Every system. Real work gets done.
AI Associate works across your connected systems within a conversation you control, helping you find information and take action across every client record.
From question to action in seconds
Ask questions like “What’s the Hendersons’ current asset allocation?” and get a clear breakdown from your CRM, portfolio data, and meeting history. Follow up with another question to identify gaps and take action right away.
Research that used to take hours now takes minutes
Ask questions like “Which clients over 60 don’t have a beneficiary on file?” AI Associate searches across your systems and returns a prioritized list so you can act immediately.
Compliance and security
Control built into every action
Every action taken by AI Associate requires your approval and follows your firm’s compliance settings. Actions are limited to your connected systems and meet Jump’s enterprise security standards.