Jump AI

Detailed Description

Jump is an AI-powered assistant tailored for financial advisors, transforming client meetings into actionable insights. It automates note-taking, CRM updates, compliance documentation, and follow-up communications, all customized to match your firm's style. With seamless integrations into platforms like Salesforce, Redtail, and Wealthbox, Jump ensures that your client data is accurately captured and organized. Its mobile app allows for on-the-go meeting captures, making it ideal for both virtual and in-person consultations. By reducing administrative work by up to 90%, Jump enables advisors to focus more on client relationships and strategic planning