What is Jump?

Jump is an AI-driven platform designed specifically for financial advisors to streamline meeting notes, tasks, and compliance records efficiently. It allows wealth advisors to focus on client interaction rather than administrative work by automating note-taking and task assignments, thus enhancing productivity and client service.

How to use Jump?

To use Jump, integrate it with your meeting software (Zoom, Teams, or Google Meet) and allow it to capture and transcribe meeting notes automatically, making use of its CRM integration for optimized task and note management.

Jump's Core Features

AI meeting assistant for financial advisors

Customizable meeting notes

Automated task assignment

One-click CRM updates

Mobile app for on-the-go note taking

Jump's Use Cases

Transforming client meetings into organized notes and tasks

Improving compliance with automated note-taking

Jump Support Email & Customer service contact & Refund contact etc.

Here is the Jump support email for customer service: [email protected] . More Contact, visit the contact us page(mailto:[email protected])