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.
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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.
- CategoryAI Meeting Assistants
- Pricing ModelPaid
- DeploymentCloud
- PlatformsWeb
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?
Connect: Integrate Jump with your CRM, planning tools, and calendar.
Prepare: Let Jump handle scheduling and meeting preparation before client calls.
Meet: Capture the meeting with configurable recording and AI notetaking.
Follow up: Review AI-generated notes, tasks, and follow-up emails.
Sync: Push updates to your CRM and financial planning tools automatically.
Grow: Use analytics, insights, and playbooks to find opportunities.
Jump's Use Cases
- Client meeting cycle
- Compliance documentation
- Client onboarding
- Firm growth
