Jump Meet
Meetings that move client work forward
Jump Meet turns every client conversation into clear next steps, follow‑ups, and shareable summaries so nothing gets lost between calls.
Trusted by over 27,000 advisors at top firms.
Automated meeting prep & notes
Generate pre-meeting briefings and capture structured notes automatically. Walk in prepared, stay present during the meeting, and leave with documentation already done.
Automatic follow-ups & tasks
Turn conversations into trackable tasks and follow-ups that automatically sync to your firm’s workflows so nothing falls through the cracks.
Deep integrations
Connect Jump with the tools your firm already uses. Meeting notes, tasks, and client updates sync automatically across your tech stack.
Jump can give your firm back thousands of productive hours each year
1 hour
Meeting admin time saved
Per finserv professional, every day worked
250
Days worked per year
Minus weekends, holidays, time off
125,000
Total hours saved
500 advisor firm
$12.5m
Overhead saved each year*
Based on $100/hr blended rate
*This is a hypothetical scenario and not meant to be a guarantee of results. Each firm’s mileage may vary.
Everything you need for meetings that drive outcomes
A meeting workflow that keeps context, decisions, and accountability connected.
Meeting Scheduling & Reminders
Coordinate meetings effortlessly. Jump automatically handles calendar conflicts, generates meeting links, and sends reminders to reduce no-shows.
AI Notetaker
Whether you're meeting on Zoom, Teams, or in person, Jump captures the conversation and creates a structured record so you never miss an important detail.
AI Operating System
Run the meeting. Run the follow-up. Run the firm. Jump connects meetings, communications, and client data into one intelligent system.
Meeting Agendas
Generate structured agendas that guide the conversation and keep meetings focused on client goals, planning priorities, and next steps.
Compliance-Ready Documentation
Create structured meeting records customized to your firm’s standards so documentation stays consistent and audit-ready.
Conversation Search
Find anything from any conversation instantly. Search meetings, notes, transcripts, and client interactions to surface the context you need.
