Resource Library

More Meetings, Less Data Entry: How Jump + Asset-Map Work Together

Jump captures what's discussed in client meetings and sends it into Asset-Map, turning conversations into a current, visual household picture without manual data entry.

What's New at Jump - September 2026

The Account Opening Bottleneck is Over

Walk through real-time account opening with Jarom Chung, SVP of Product at Jump and Rafi Lurie, CPO at Dispatch.

Jump + Asset-Map in Practice: More Meeting Time. Less Data Entry

Join Jump and Asset-Map for a practical look at how advisors can connect the client conversation directly to the financial picture—without the manual data entry and post-meeting cleanup in between.

Financial Advisors Ranked Dead Last in AI Adoption. Here's How Fast That Changed, and What's Still Missing

Adoption is up, but according to Jump's new AI Maturity Model, most advisory firms are still early in turning that adoption into firm growth, client retention, and stronger compliance oversight.

RO(A)I: How Leading Firms are Generating Value from AI

AI adoption among advisors has surged from 11% to 82% in under three years. Jump's Liam Hanlon and planner Marc Butler look at how leading firms are turning that adoption into measurable ROI.

Northwestern Mutual Selects Jump as Its Enterprise AI Partner

Northwestern Mutual has selected Jump as its enterprise AI partner. Northwestern Mutual is making Jump's enterprise suite available to approximately 22,000 financial representatives, advisors and team members across 85 network offices, along with its home office. For one of the world's largest and most highly regarded financial institutions to choose Jump is a powerful validation of what our team has built.

Mapping Your AI Evolution: From Notetakers to Intelligence and Action

Every advisory firm is using AI in some form. Almost none have a clear picture of how mature that usage actually is or what "good" looks like at the next stage.

Open Accounts in Minutes With Real-Time Account Opening

With real-time account opening, Jump is transforming the manual account opening process into an AI-powered end-to-end workflow for advisors and their clients.

Introducing the AI Maturity Model for Enterprise Wealth Management

Jump's AI Maturity Model maps four stages of AI capability and business impact that wealth management firms can use to find their place and next steps.

How Jump's MCP-Powered Claude Connector Puts Context to Work

Learn how Jump's Claude Connector uses MCP to help financial professionals work securely with client context inside Claude.

Trust at a Distance: How One Advisor Built a $200 Million Practice Almost Entirely Virtually

Financial advisor Mark Cecchini built a $200 million practice where 70% of his clients have never met him face to face. Here's the five-part trust framework behind it.