Resource Library
Curated content for financial professionals. Explore industry trends through articles, reports, webinars and more.
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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.
The High Cost of Low-Cost Financial Advice
Stanford research reveals AI financial advice can cost individuals tens of thousands by retirement due to low financial literacy or gendered prompt biases. Advisors highlight why human context and judgment remain crucial as clients present AI recommendations.
Jump for Asset Management: Purpose-built AI for asset management distribution teams
Fees keep compressing and scale keeps concentrating, leaving distribution as one of the few fronts left to compete on. Jump for Asset Management is built for the whole job.
How Real Advisors Use Jump to Become Better Communicators
Financial advisors use Jump to sharpen their listening. Using AI Associate to confirm what clients actually prioritized, Scorecards to measure talk-time balance across meetings, and Notetaker to stay fully present without splitting attention, advisors are turning meeting data into better instincts, stronger trust, and more responsive client service.
