AI Notetaker
Every meeting captured. Every detail handled.
Jump's AI Notetaker listens, writes, and organizes so you can focus entirely on your clients. Fully customizable notes are ready within a minute of your meeting ending — written in your voice, synced to your CRM, and structured exactly how your firm needs them. However you meet, Jump is there: Zoom, Teams, Meet, phone, in-person, or on the go.
Trusted by over 27,000 advisors at top firms.
Feature Overview
The #1 AI notetaker for financial advisors
Jump doesn't just transcribe — it thinks like an advisor. Every note, task, and follow-up is generated with the context of your practice, written how you write, and delivered where you need it. Set it once, and Jump handles the rest.
Capture Every Meeting, Everywhere
Zoom, Microsoft Teams, Google Meet, Webex, phone calls, in-person — Jump captures it all. Use our web recorder, bring your own audio, or record on the go with our top-rated mobile apps for iOS and Android. If you have a meeting, Jump can handle it.
Your Voice, Your Structure
Every advisor works differently. Jump lets you fully customize your note output — tone, structure, level of detail, and writing style. Your notes read like you wrote them, not like a robot did. Switch between templates in a tap, or build your own from scratch.
Notes, waiting for you
Within a minute of your meeting ending, your polished notes, extracted tasks, and drafted follow-up emails are ready to review and sync. That speed means you can move on to your next client — or head home on time.
Firm-Wide Alignment
For firms that want consistency, Jump lets account owners set a standard note structure across the entire team. Every advisor's notes follow the same format, making compliance reviews faster and ensuring nothing falls through the cracks.
Stop documenting meetings. Start being fully present in them.
Financial advisors didn't get into this business to type up meeting notes. But without them, details slip, follow-ups stall, and client trust erodes. Jump eliminates the trade-off. Advisors tell us they're saving 5 to 10 hours a week. Some say it's the single biggest change they've made to their practice in a decade.
Notes advisors can trust. Details you can defend.
Jump’s AI notetaker is built for financial conversations, capturing the names, numbers, and next steps accurately, so follow-ups and client records stay consistent.
Manual capture for the real world
Not everything is a scheduled Zoom meeting: upload your own audio, send our notetaker to an ad-hoc call, or simply fire up our web or mobile recorder to capture the meeting. Jump automatically differentiates voices and its world-class transcription makes sure details are captured accurately.
Compliance teams breathe easier
Every client interaction is documented consistently and automatically. Compliance admins can configure note structures, review outputs, and ensure firm-wide standards are met — without adding friction to the advisor's day. Complete audit trails, built in.
