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Jump AI
Finance
Pricing
Paid
Platforms
web
Description
Automated notes, tasks & compliance for advisors
Detailed Description
Jump serves wealth managers and financial advisors with a deep advisor‑centric AI assistant that handles meeting preparation, note‑taking in your firm’s style, one‑click CRM and financial‑planning tool updates, smart task generation, follow‑up emails, and analytics on talk time and sentiment—all with SOC‑grade security and seamless integrations, enabling advisors to reclaim hours each week, stay compliant, and deliver more personalized client service.
Tags
advisor
notes
compliance
productivity
crm
meetings
finance
Reviews
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