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Jump AI

★3
💬23401
💲Paid

Jump AI is a productivity-enhancing tool for financial advisors that uses artificial intelligence to automate meeting documentation, compliance tracking, and task management. By integrating with major CRM platforms, it helps reduce time spent on administrative tasks and improves client service through better follow-ups and accurate record-keeping.

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Platform
web
AI meeting assistantCRM integrationComplianceFinancial advisor toolsMeeting automationNote-takingTask management

What is Jump AI?

Jump AI is an AI-powered meeting assistant designed specifically for financial advisors. It automates the creation of meeting notes, compliance records, and task management by integrating with popular CRM systems like Salesforce, Redtail, and Wealthbox. Jump reduces administrative work by up to 90% through features such as pre-meeting one-pagers, customizable follow-up emails, mobile app support for in-person meetings, and one-click CRM updates. The tool ensures secure and compliant note-taking while helping advisors streamline their workflow and improve client communication.

Core Technologies

  • Artificial Intelligence
  • Natural Language Processing
  • CRM Integration
  • Meeting Transcription

Key Capabilities

  • Automated meeting note generation
  • Compliance record creation
  • Task automation and CRM sync
  • Pre-meeting preparation tools
  • Mobile meeting capture
  • Customizable follow-up email templates

Use Cases

  • Automate note-taking during client meetings
  • Generate compliance-ready meeting records
  • Prepare for meetings with AI-generated one-pagers
  • Sync meeting data directly into your CRM
  • Capture and transcribe in-person meetings using the mobile app

Core Benefits

  • Saves up to 90% of meeting admin time
  • Improves compliance practices
  • Enhances client communication with follow-up emails
  • Deep integration with leading CRM systems
  • Supports both virtual and in-person meetings via mobile app

Key Features

  • AI-powered meeting notes
  • Automated task creation and CRM sync
  • Pre-meeting prep one-pagers
  • Customizable follow-up emails
  • Mobile app for meeting capture
  • Compliance record generation

How to Use

  1. 1
    Connect Jump to your meeting software (Zoom, Teams, or Google Meet).
  2. 2
    A 'notetaker' participant joins the meeting with full client disclosure.
  3. 3
    Jump captures and transcribes the meeting, generating notes, tasks, and compliance records.
  4. 4
    Review and edit the output before syncing it to your CRM with one click.

Pricing Plans

Ramping

$75
per Full seat/month

Core

$100
per Full seat/month

Scale

$120
per Full seat/month

Enterprise

Contact Us

Frequently Asked Questions

Q.Can Jump really take notes like I would?

A.Yes. This is not just another tool that simply summarizes meetings. We craft our product to your firm’s practices, so that it takes notes in your voice, in your style, in just the right amount of detail.

Q.What are your security practices?

A.We use end-to-end encryption for all data, including data at rest. We engage in regular security audits and keep software up-to-date to mitigate any emerging threats. We are happy to work with compliance and security teams to ensure that our software meets all best and required practices at your firm.

Q.Will my compliance officer sign off on this?

A.Jump’s goal is to ensure your firm not just maintains, but improves existing compliance practices. Our notetaker can help flag required disclosures, advisor or client statements (not just using words, but actual intent and meaning), and add custom language to notes.

Q.How does it know where to put notes in my CRM?

A.In onboarding, we’ll help you set up all of the automations your firm needs. That includes pointing specific types of meetings and notes to specific fields. All of our notes are editable and reviewable before they go into the CRM.

Q.How does capturing meetings work?

A.When you sign up for Jump, you will connect your meeting software (Zoom, Teams, or Google Meet), and we’ll start sending a “notetaker” participant to the meeting. Clients are given full disclosure about the meeting capture, and you can decline the notetaker if there’s a meeting you don’t want to capture and transcribe.

Pros & Cons (Reserved)

✓ Pros

  • Saves significant time on meeting admin tasks (up to 90%)
  • Deep integration with popular CRM systems
  • Customizable to match individual advisor styles
  • Enhances compliance practices
  • Improves client service through better follow-up

✗ Cons

  • Requires integration with meeting software and CRM
  • Pricing may be a barrier for some solo advisors
  • Reliance on AI accuracy for note-taking and task creation
  • Limited AI output on the Ramping plan

Alternatives

No alternatives found.