What is Jump?
As a financial advisor, you know that building strong client relationships is everything. But between meetings, follow-ups, and keeping up with compliance, it's easy to get bogged down in administrative tasks. What if you could reclaim hours of your week, be more present in client meetings, and neverlet a detail slip through the cracks? That's where Jump comes in. Jump is an AI meeting assistant designed specificallyfor financial advisors, turning your conversations into actionable tasks, detailed notes, and complete compliance records.
Key Features:
🗣️ Generate Meeting Notes, Your Way:Not generic summaries! Jump learns your note-taking style, mimicking your preferences for detail, formatting, and even tone.
🔄 Update Your CRM, Instantly:Jump seamlessly integrates with popular CRMs like Salesforce, Redtail, and Wealthbox. Send notes, tasks, and client data directly to your CRM with a single click.
📝 Create Smart, Syncable Tasks:Forget scribbled to-do lists. Jump creates detailed tasks with titles, descriptions, assignees, and due dates, ready to sync with your CRM.
🧠 Receive Pre-Meeting Prep One-Pagers:Jump automatically gathers data from your CRM and past meeting to provide customizable one-pager.
✉️ Produce Follow-Up Emails:Ensure clients are aware of follow-up items.
📱 Record On-the-Go:Use Jump's mobile app to record in-person meetings, ensuring you capture every important detail, no matter where you are.
❓ Utilize "Ask Anything" Feature:Inquire about any aspect of a meeting.
Use Cases:
The Multi-Tasking Advisor:Imagine you've just finished back-to-back client meetings. Instead of spending hours typing up notes and updating your CRM, you simply review Jump's AI-generated notes, make any necessary tweaks, and click to sync everything to Salesforce. You've saved hours, and your client records are perfectly updated.
The Compliance-Conscious Firm:Your firm needs meticulous records for every client interaction. With Jump, every meeting is automatically transcribed and summarized, with key details flagged for compliance. Audit trails are clear, and you have peace of mind knowing you're meeting all regulatory requirements.
The Relationship-Focused Advisor:You want to be fully present during client meetings, not buried in note-taking. With Jump recording and transcribing, you can focus on listening and engaging with your clients, building stronger relationships, and providing better service. Jump will automatically send you a one-pager before each meeting so you're completely prepared.
Conclusion:
Jump isn't just about saving time; it's about improving your client service, streamlining your workflow, and providing peace of mind. By automating the tedious aspects of your job, Jump frees you up to focus on what you do best: advising your clients. Trusted by firms of all sizes, from solo advisors to large RIAs, Jump is helping advisors across the country transform the way they work.
More information on Jump
Launched
2009-02
Pricing Model
Free Trial
Starting Price
Global Rank
141168
Follow
Month Visit
263.9K
Tech used
Tailwind CSS,Gzip,OpenGraph
Top 5 Countries
93.47%
2.11%
0.62%
0.34%
0.34%
United States
Canada
India
Nigeria
United Kingdom
Traffic Sources
1.45%
0.48%
0.03%
4.92%
20.72%
72.38%
social
paidReferrals
mail
referrals
search
direct
Source: Similarweb (Sep 25, 2025)
Jump was manually vetted by our editorial team and was first featured on 2025-02-10.
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