Jump

Description

Jump is AI software designed specifically for financial advisors and financial services firms. It acts as an AI assistant across the entire client lifecycle, automating meeting prep, note-taking, follow-up, account opening, CRM and financial planning updates, and audit-ready compliance documentation.

The platform covers the full client meeting cycle with scheduling, preparation, AI notetaking, and automated follow-up emails and tasks, then syncs the results into the firm's CRM and planning tools. It also streamlines client onboarding and account opening by scraping documents, completing forms, and mapping data into the CRM, and offers growth features such as tailored insights, playbooks, and meeting analytics. Recording is optional and configurable to match a firm's supervision and record-keeping policies, whether an RIA, IBD, or hybrid firm.

Jump emphasizes compliance and security for regulated industries, with SOC 2-certified infrastructure, enterprise-grade audit trails, human-in-the-loop review of AI outputs, and the assurance that client data is not used to train its models. It offers 40+ integrations with CRMs, planning tools, and communication platforms, and states it is trusted by 35,000+ advisors. Plans include Meet, Onboard, and Grow tiers.

Jump's Core Features

• AI notetaking for advisor client meetings

• Pre-meeting preparation and scheduling

• Automated follow-up tasks and emails

• CRM and financial planning tool syncing

• AI-assisted account opening and form completion

• Audit-ready compliance documentation and audit trails

• 40+ integrations with advisor tech stacks

• Configurable recording (transcript-only, summary-only, or full)

How to use Jump?

1. 1

   Connect: Integrate Jump with your CRM, planning tools, and calendar.

2. 2

   Prepare: Let Jump handle scheduling and meeting preparation before client calls.

3. 3

   Meet: Capture the meeting with configurable recording and AI notetaking.

4. 4

   Follow up: Review AI-generated notes, tasks, and follow-up emails.

5. 5

   Sync: Push updates to your CRM and financial planning tools automatically.

6. 6

   Grow: Use analytics, insights, and playbooks to find opportunities.

Jump's Use Cases

• Client meeting cycle
• Compliance documentation
• Client onboarding
• Firm growth

FAQ from Jump

• Who is Jump built for?

  Jump is built for financial advisors and financial services firms, including RIAs, IBDs, and hybrid firms, and is used by over 35,000 advisors.

• Is recording required to use Jump?

  No. Recording is optional and configurable. Firms can choose transcript-only, summary-only, or full audio and video recording to match their supervision and record-keeping policies.

• Is Jump compliant and secure?

  Jump runs on SOC 2-certified infrastructure with enterprise-grade audit trails, is built with human-in-the-loop AI, and does not use client data to train its models.

• What can Jump integrate with?

  Jump offers 40+ deeply embedded integrations with CRMs, financial planning tools, communication platforms, and more.

• What does Jump cost?

  Jump offers tiered plans, including Meet at $100 per advisor per month, Onboard at $50 per advisor per month, and a Grow tier with meeting analytics.