Agendas
Client-ready meeting agendas, written by your data
Jump builds a personalized agenda for every upcoming meeting — pulling from your external systems, past conversations, and open tasks — and packages it into a simple, accurate, and useful agenda. Review it, send it, and hold a great meeting.
Trusted by over 27,000 advisors at top firms.
Feature Overview
A better first impression for every meeting.
Not a generic summary with a logo on it. Jump connects to where your client data actually lives and builds a briefing around what you need to know.
Grounded in real data
Every agenda is assembled from your CRM records, recent email threads, prior meeting notes, and outstanding tasks — not a blank template. The talking points reflect what's actually happening with that client right now.
Generated automatically
When a meeting hits your calendar, Jump identifies the contact, pulls their context, and drafts an agenda based on your meeting type template. The draft is waiting for you — no manual assembly required.
Human in the loop
Every agenda email goes through you first. Edit the talking points, adjust the tone, add a personal note. Nothing reaches your client without your review and approval.
Clients arrive prepared
When clients see what you plan to cover — and that it's relevant to their actual situation — they come to the meeting more engaged, more focused, and more ready to make decisions.
From calendar event to client inbox
Jump watches your calendar for upcoming meetings, matches them to the right contact in your system, and starts building context automatically. It pulls recent communications, open tasks, and notes from previous meetings — then assembles a complete agenda draft tailored to that specific client and meeting type.
Personalized to every client, every time
A client heading into a quarterly review gets an agenda that references their portfolio allocation, the Roth conversion you discussed last quarter, and the estate documents they still need to send over. A prospect coming in for a discovery meeting gets an agenda shaped around their stated goals and onboarding steps. Jump reads the data. You set the template. The client sees an agenda that feels like it was written just for them — because it was.
Consistency across your team
Set agenda templates by meeting type and every advisor on your team sends client communications at the same standard. New associates look seasoned. Senior advisors reclaim time.
Built on the data you already have
Agendas pull from the same CRM, financial planning, email, and meeting data that powers all of Jump. No matter your tech stack, your existing integrations work to build agendas. No separate setup.
