Jump is an AI meeting assistant designed exclusively for financial advisors. It turns conversations into tasks, notes, and compliance records using secure AI. Jump deeply integrates with CRMs like Salesforce, Redtail, and Wealthbox, cutting meeting admin work by 90%. It offers customizable meeting notes, one-click CRM updates, pre-meeting prep one-pagers, follow-up emails, and smart, syncable tasks. Jump also features a mobile app for capturing in-person meetings and allows users to ask questions about past meetings.
AI meeting assistant for financial advisors, automating tasks, notes, and compliance.
- Automating meeting notes and task management for financial advisors
- Preparing for client meetings with AI-generated one-pagers
- Ensuring compliance with audit-friendly meeting records
- Streamlining CRM updates with one-click data sync
- Capturing and transcribing meetings on-the-go with the mobile app
- Connect Jump to your meeting software (Zoom
- Teams
- or Google Meet). A 'notetaker' participant joins the meeting
- with full disclosure to clients. Jump captures and transcribes the meeting
- generating notes
- tasks
- and compliance records. These can be reviewed and edited before being synced to your CRM with one click.
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