Jump
The #1 AI platform for advisors and financial professionals.
Jump is an AI platform for financial advisors and firms that records, transcribes, and summarizes client conversations, while handling pre-meeting briefings, follow-up tasks, email drafts, and CRM updates. It aims to reduce meeting admin and keep client records current across an advisor's workflow.
Core capabilities include Jump Meet, with meeting scheduling and reminders, an AI Notetaker for Zoom, Teams, Google Meet, Webex, GoTo Meeting, and in-person conversations, structured meeting agendas, conversation search, and compliance-ready documentation. Two-way integrations cover CRMs such as Salesforce, Wealthbox, Redtail, HubSpot, and Dynamics 365, financial planning tools like eMoney, estate planning via Wealth.com, calendars, conferencing, VoIP, and other categories. Optional add-ons cover client onboarding with document intake and form completion, and growth analytics with meeting insights, coaching, and opportunity sourcing. Recording settings are configurable, including transcript-only or summary-only modes, with human review of AI outputs.
Jump serves independent and enterprise advisors, RIAs, IBDs, and hybrid firms. It is offered with a free trial and a demo option; the pages do not specify plan editions or pricing structure.
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