Jump AI

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.