Post-meeting sync
Every meeting lands exactly where it should
Jump automatically drafts CRM notes, follow-up tasks, and financial planning updates from your meetings — then lets you review, edit, and sync them to Salesforce, Redtail, Wealthbox, eMoney, RightCapital, and dozens more. One click, each system updated.
Trusted by over 27,000 advisors at top firms.
Feature Overview
From conversation to systems of record in minutes, not hours
After every meeting, Jump's AI generates ready-to-sync notes, tasks, and record updates tailored to your tech stack. You stay in control — review everything before it leaves Jump, make edits inline, or regenerate with new instructions. When it looks right, sync it all at once.
Sync notes and tasks to your CRM
AI-drafted meeting notes and follow-up tasks flow easily into Salesforce, Redtail, Wealthbox, Advyzon, AdvisorEngine, and more. Jump matches contacts, pre-selects the right records, and formats everything to your CRM's schema — you just review and click
Update financial plans automatically
When a client mentions a salary change, a new savings goal, or updated expenses, Jump captures it and suggests record updates for eMoney, RightCapital, and other planning tools. Your plan stays current without the manual data entry.
Custom mappings for any setup
Map meeting outputs to any object in your CRM or planning software — not just notes and tasks. Custom fields, custom objects, events, workflows — if your system supports it, Jump can write to it. Configure once, and every future meeting follows the same rules.
Always human-in-the-loop
AI writes the drafts. You make the call. Review every note, task, and record update before it syncs. Edit inline, add context, or regenerate with additional instructions. Nothing leaves Jump without your approval.
Built for the way advisors actually work
Many advisors spend their days in meetings, and have to spend hours catching up on notes. Jump compresses that entire backlog into a few minutes of review. After each meeting, you'll see AI-generated notes, tasks, and suggested record updates — already mapped to the right contacts in the right systems. Make any edits you want, then sync everything at once. No toggling between tabs, no copying and pasting, no rebuilding context from memory.
Works with the tools you already use
Salesforce. Redtail. Wealthbox. Advyzon. AdvisorEngine. eMoney. RightCapital. And many more. Jump integrates with the CRM and financial planning platforms advisors rely on every day — so you're never asked to change the workflows you already rely on.
Compliance teams get peace of mind, too
For firms that require sign-off before data leaves the platform, Jump supports custom attestations. Admins can configure attestation prompts so that advisors confirm they've reviewed each output before syncing. Every attestation is logged and reportable — giving compliance a clear audit trail without adding friction to the advisor's workflow.
Set it up once, then forget about it
Jump's automation builder lets you define exactly what happens after each meeting type — which notes template to use, where tasks go, which records to update. Once your automations are configured, every meeting follows the same playbook. New advisors onboard in minutes, not days.
