Jump AI is a specialized AI meeting assistant designed specifically for financial advisors and wealth management professionals. It automates meeting preparation, note-taking, to-do lists, and client communications, allowing advisors to drastically cut down on administrative work and focus more on serving clients. Unlike generic note-taking apps, Jump deeply integrates with leading advisor tech stacks, producing compliant, personalized notes and actionable tasks in your unique style. With mobile apps, customizable templates, and seamless CRM connections, Jump helps you elevate client service, improve compliance, and future-proof your practice.
Key Features
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Advisor-centric AI note-taking: Creates detailed, customizable meeting notes that mirror your personal style and adapt to different meeting types.
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Automated meeting prep & follow-ups: Instantly generates pre-meeting one-pagers, smart to-do lists, and follow-up emails, all tailored to your workflow.
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Deep CRM integrations: Syncs notes, tasks, and client data directly into Salesforce, Redtail, Wealthbox, and more, with one click.
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Full compliance & security: Built with powerful encryption, customizable compliance features, and industry-standard security practices.
Use Cases
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Automatically capture and summarize meetings with detailed notes and action items.
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Prepare for upcoming client meetings with personalized briefs and conversation starters.
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Instantly update CRMs and send professional follow-up emails, saving hours on admin tasks.
Technical Specifications
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Works with Zoom, Microsoft Teams, Google Meet, and more for automated meeting capture and transcription.
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Available on web, iOS, and Android: Mobile apps support in-person meetings and voice memo transcription.
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Customizable AI templates: Tailor notes, emails, and outputs to your exact preferences—no coding needed.
