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Use your work account, as Jump needs client meeting calendar access to automate key features.
The industry says we're a game changer
Best in Show
Wealth Management EDGE Tech Demo Competition, May 2024
Wealthtech Startup of the Year
Digital Wealth Management Impact Awards, October 2024
5 Category Winner
2024 & 2025 Annual Wealthies
#1 in Market Share and Customer Satisfaction
In the Category
Fintech Demo Drop Finalist
Future Proof, September 2024
Best Tech Stack and Customization
XY Planning Network (XYPN), June 2024
Best in Show
Wealth Management EDGE Tech Demo Competition, May 2024
Wealthtech Startup of the Year
Digital Wealth Management Impact Awards, October 2024
5 Category Winner
2024 & 2025 Annual Wealthies
#1 in Market Share and Customer Satisfaction
In the Category
Fintech Demo Drop Finalist
Future Proof, September 2024
Best Tech Stack and Customization
XY Planning Network (XYPN), June 2024
Frequently Asked Questions
Is this just another notetaker?
No. This is not just another notetaker tool that simply summarizes meetings. We craft our product to your firm’s practices, so that it takes notes in your voice, in your style, in just the right amount of detail. It goes further—with automated pre-meeting prep, smart notes and recaps, follow-up emails and auto-assigned tasks, plus insights and scorecards to fuel growth.
What are your security practices?
Does this make me more or less compliant?
How does it know where to put notes in my CRM?
How does it know who to assign tasks to?
How meeting capture work?