Jump

Jump positions itself as an AI assistant for financial advisors and financial professionals. Its product areas cover the client meeting cycle (notetaking, pre-meeting prep, agendas, post-meeting data sync to CRM, follow-up emails, and meeting scheduling), onboarding new clients (AI intake forms, document intelligence, real-time account opening), and growing a firm (signals, playbooks, scorecards, pulse and surveys, dashboards). The page states it offers 30+ or 40+ integrations with CRMs, financial planning tools, communication platforms, conferencing systems, and calendars, supports configurable recording options (transcript-only, summary-only, or full audio and video), and describes SOC 2-certified infrastructure and enterprise-grade audit trails. It also states that client data never trains its models and that AI outputs are reviewable. Solutions are listed for enterprise firms, independent advisors, insurance, accounting, asset managers, insurance wholesalers, and banks and credit unions. The page cites trust by firms such as LPL, Osaic, and Cetera and reports 45,000+ or 50,000+ financial professionals.

Key features

• AI notetaking with meeting notes, decisions, and next steps
• Auto-generated pre-meeting briefs
• Structured meeting agendas
• Post-meeting data sync to CRM and other systems
• Automatically generated follow-up emails and action items
• Meeting scheduling with automated client reminders
• AI intake forms for structured client data collection
• Document intelligence to upload, parse, and sync documents
• Real-time account opening with prefilled applications
• Evergreen client profiles pulling data across data sources
• AI Associate for asking questions and taking action across the tech stack
• Email assistant for drafting and rewrites in the inbox
• Signals highlighting key opportunities and risks
• Playbooks for repeatable team workflows
• Scorecards for tracking performance and coaching
• Pulse and Surveys for querying meetings to search for insights
• Dashboards with high-level visualizations
• Configurable recording options (transcript-only, summary-only, or full audio and video)
• Human-in-the-loop AI with reviewable outputs

Best suited for

• Financial advisors and independent advisory practices
• Enterprise financial firms
• Insurance producers and advisors
• Accounting teams managing client relationships
• Asset managers and insurance wholesalers
• Banks and credit unions seeking cross-sell opportunities

Pricing

Not stated on the website