AI for Wholesalers & Distribution Teams

AI-POWERED MEETING WORKFLOWS

Cutting admin by 90% for wholesalers and distribution teams

Stop spending nights and weekends playing catch-up. Jump turns every client conversation into clear next steps, follow‑ups, and shareable summaries so nothing gets lost between calls.

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Trusted by 31,000+ Insurance, Tax, and Financial Professionals

Things Wholesalers and Distribution Teams Say

Jump has reclaimed 8 to 10 hours a week for me, and that's crazy. Now I can take more client calls and do more prospecting.
Sanjay A. Das, CFP, MS
Financial Advisor, Hive Financial

“CRM is the most necessary tool. Jump is second. The integration between both is next level.”
Matt Pontes
MSF, AIF, Wealth Advisor, Guardian Financial Group

“It’s actually kind of scary how good Jump is. The summaries have been fantastic. Overall, the #1 thing is that it saves so much time.”
Kim C
Wealth Advisor, Cook Wealth

“Jump ups my game. It lets me engage with clients at a much higher level and, quite frankly, makes me a better advisor.”
David E. Scott, CFP
Financial Advisor, Sincerity Wealth Solutions

Jump is the AI assistant that makes life easier from day one

Show up prepared

Arrive at FinPro meetings ready to go. Be 100% present, letting AI prompt you on what you need to cover in advance.

Complete post-meeting tasks automatically

Jump captures meeting notes, updates CRM records, drafts personalized FinPro recap emails, and assigns smart follow-up tasks to your internal team – all ready for your review.

Field intelligence & trends

Scale what top performers are doing

Jump identifies sentiment, impactful topics, and common patterns to help identify client concerns before they emerge and signal where execution is breaking down.

Why Jump?

AI built for the next era of wholesaler and advisor relationships

Reimagining how wholesalers and distribution teams work with AI that transforms meetings into lasting relationships and measurable growth.

Automate admin busyworks

Reclaim hours – let Jump handle notes, summaries, and CRM updates automatically after every client meeting.

Get a 360 view of every advisor

Stay connected with a centralized view of every advisor

Engage advisors at scale

Use AI to automatically generate personalized recap emails, social media posts, and more with a human touch.

Connect to your existing stack

Streamline workflows across systems with integrations across calendars, conferencing, CRM, and more.

Get insights across your book

Grow revenue and retain more clients with trends, risks, and growth opportunities automatically surfaced.

Stay secure and compliant

Keep client data encrypted and audit-ready with the option to go recording-less and customize Jump to your needs.

Let Jump do what it’s good at, so you can do more of what you’re good at

1 hour

Meeting admin time saved

Per finserv professional, every day worked

250

Days worked per year

Minus weekends, holidays, time off

$2500

Overhead saved each year*

Based on $100/hr blended rate

*This is a hypothetical scenario and not meant to be a guarantee of results. Each finserv professional's mileage with automated features such as meeting prep, notetaking, smart tasks, and follow-ups may vary.

Feature Overview

Your meetings hold the answers. You just haven't been able to ask the questions.

Every advisor conversation contains signals that should shape your distribution strategy—what products are resonating, where advisors hesitate, and how sentiment is shifting over time. Until now, uncovering those insights meant manual reviews or expensive consulting. Jump changes that: define your questions once, and get answers from every advisor meeting going forward.

Intelligence that scales with your firm

Define what you want to know in natural language. Ask true/false, multiple choice, numeric, or “Topic Tracker” questions to monitor how any subject is discussed over time. You write the questions. AI handles the rest.

Choose your scope

Apply your Pulse to the entire firm, specific teams, individual advisors, or particular meeting categories. Create targeted Pulses that extract the right data from the right conversations.

Watch the dashboards build themselves

As meetings happen, Pulse populates your dashboards automatically. Trends emerge over days and weeks. When a data point catches your eye, drill down to the individual meeting and transcript evidence behind it.

Drill down to the transcript

Every data point links back to the meeting it came from. Click any result to see the exact transcript snippet that generated the answer. Trust the trend, verify the detail.

#1 in configurable compliance

Jump has the most configurable compliance settings, whether you're an IBD, RIA or enterprise wealth team. It easily aligns to your record-keeping and supervision policies.

See how Jump simplifies compliance

Audit-ready by design

With SOC 2-compliant infrastructure and enterprise-grade security, Jump meets the highest standards for privacy, encryption, and auditability across every data flow.

See how we safeguard data

The right permissions for every role

Strong access controls are a priority for you, and they are for Jump, too. Easily control who can see, edit, or manage meetings, settings, and data — with built-in roles for teams and accounts.

See how Jump handles permissions