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Jump AI

Jump AI

AI-powered meeting assistant designed specifically for financial advisors, streamlining tasks, note-taking, and compliance management.

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About Jump AI

Jump is an AI-driven meeting assistant tailored for financial professionals. It transforms conversations into actionable tasks, detailed notes, and compliance records with secure AI technology. Seamlessly integrating with CRMs like Salesforce, Redtail, and Wealthbox, Jump reduces administrative work by up to 90%. Features include customizable meeting notes, one-click CRM updates, pre-meeting prep summaries, follow-up email automation, and intelligent, syncable tasks. The mobile app enables capturing in-person meetings, and users can ask questions about past meetings for better client insights.

How to Use

Connect Jump with your preferred meeting platform (Zoom, Teams, or Google Meet). A designated 'notetaker' joins your meetings—fully disclosed to clients. Jump records and transcribes meetings in real-time, generating notes, tasks, and compliance documents. Review and edit these outputs before syncing them to your CRM with a single click.

Features

  • Mobile app for real-time meeting capture
  • Pre-meeting preparation summaries
  • Automated compliance record creation
  • AI-generated detailed meeting notes
  • One-click CRM updates and task creation
  • Customizable follow-up email templates

Use Cases

  • Simplify CRM updates with instant data sync
  • Capture and transcribe meetings remotely using mobile app
  • Maintain compliance with accurate audit-ready records
  • Automate notes and task management for advisors
  • Prepare for client meetings with AI-generated summaries

Best For

Financial advisorsWealth managersRegistered Investment Advisors (RIAs)Broker-dealersFinancial planning firms

Pros

  • Reduces meeting admin time by up to 90%
  • Enhances client follow-up and service
  • Strengthens compliance with accurate records
  • Deeply integrates with leading CRM systems
  • Customizable to fit individual advisor workflows

Cons

  • Dependent on AI accuracy for notes and tasks
  • Requires integration with meeting platforms and CRMs
  • Limited features on the Ramping plan
  • Pricing may be challenging for solo advisors

Pricing Plans

Choose the perfect plan. All plans include 24/7 support.

Ramping

$75

per full seat per month

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Most Popular

Core

$100

per full seat per month

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Scale

$120

per full seat per month

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Enterprise

Contact us for pricing

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FAQs

Can Jump accurately take meeting notes like I would?
Yes. Jump is designed to adapt to your firm’s style, providing notes that reflect your voice and the appropriate level of detail.
How does Jump ensure data security?
We implement end-to-end encryption for all data and conduct regular security audits. We collaborate with your compliance team to meet industry best practices.
Will my compliance officer approve this tool?
Jump helps improve compliance by flagging disclosures, verifying advisor and client statements, and allowing custom note language to meet regulatory standards.
How does Jump determine where to place notes in my CRM?
During setup, we configure automations to route notes to specific fields. All notes are reviewable and editable before being uploaded.
How are tasks assigned within Jump?
We assist in establishing task automation aligned with your workflows, ensuring tasks are assigned accurately based on your firm's needs.
How does meeting capture work?
After connecting your meeting platform, Jump adds a 'notetaker' participant—fully disclosed—to record and transcribe your meetings. You can opt out when necessary.
Can I upgrade or downgrade my plan later?
Yes, you can modify your subscription plan at any time to better suit your firm’s needs.
Is there an annual contract option?
Yes, we offer both monthly and annual billing options to accommodate different preferences.
Are volume discounts available for teams?
Yes, we provide discounted rates for teams and firms signing up multiple users. Contact us for details.
How does the free trial work?
We offer a no-obligation free trial period for new users to experience Jump’s features before committing.