Jump helps cut admin and uncover growth opportunities
Productivity
90% of meeting admin automated
Try Jump once, and you’ll realize you were meant to work this way.
Contacts
Jump gives you smart, AI-driven summarization for the clients you serve — with past meetings and notes, insights, and on-demand pre-meeting prep, all in one view.
How It Works
See all your contact info in one place, with list and detail views, synced with your CRM and other systems of record. Search contact lists of any size, view historical meetings for each contact, manually generate a Pre-Meeting Brief, get auto-linking of attendees and contacts based on email matching, or link new new contacts to past meetings.
Pre-Meeting Brief
Meeting Notes
Smart Tasks
Email Assistant
Meeting Capture
Efficiency & Compliance
Easy, secure client management
With Jump, you’re always up-to-date with clients — and compliance.
Client Onboarding
Say goodbye to the familiar back-and-forth phone and email tag with new clients. Jump manages the intake process and populates your CRM.
How It Works
Jump gives you a flexible form builder mapped to your CRM fields, a secure client-facing link, and a dashboard to monitor completion. As if that wasn’t enough, Jump briefs you with talking points based on client info prior to the first meeting — so you can prep in minutes and show up looking like it took you hours.
Ask Anything
Team Share
Integrations
Compliance Configuration
Intelligence
Built-in intelligence for growth
Jump analyzes your data to uncover hidden opportunities.
Insights
Jump helps you do more of what works best. With AI-driven sentiment analysis and semantic parsing, it analyzes your meetings to uncover insights that help you see what works best to strengthen relationships and inspire clients to action.
How It Works
Insights are available at the Core, Scale, and Enterprise pricing plans. Each level comes with a certain amount of out-of-the-box Insights, with the option to query your meeting data to create Custom Insights. Insights can answer questions about what strategies help growth, such as how to structure successful meetings, types of questions to ask, how much an advisor should talk during meetings, and more.