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What is Jump | AI for Financial Advisors?

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.

How to use Jump | AI for Financial Advisors?

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.

Jump | AI for Financial Advisors's Core Features

AI-powered meeting notes

Automated task creation and CRM sync

Pre-meeting prep one-pagers

Customizable follow-up emails

Mobile app for meeting capture

Compliance record generation

Jump | AI for Financial Advisors's Use Cases

#1 Automating meeting notes and task management for financial advisors

#2 Preparing for client meetings with AI-generated one-pagers

#3 Ensuring compli

Jump | AI for Financial Advisors

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