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description=Jump is the AI software that gives financial advisors a true AI assistant. Turn meetings, emails, and documents into notes, workflows, and audit-ready records. ;

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jump the 1 ai software for financial advisors jump product operating system included in all plans ai associate ask questions and take action across your tech stack client profiles evergreen client profiles that pull data across all of your data sources integrations keep all of your data up to date through jump s 30 integrations email assistant faster drafting and rewrites right in your inbox products meet with clients notetaker meeting notes decisions next steps pre meeting prep auto generated meeting brief agendas structured agendas for every meeting post meeting data sync send structured data straight into your crm and other systems follow up follow up emails and action items generated automatically meeting scheduling book meetings with clients and send reminders automatically onboard new clients ai intake forms structured data collection for your clients document intelligence upload parse and sync documents anywhere they need to go grow your firm signals highlights key opportunities and risks playbooks repeatable workflows for the team scorecards tracks performance for coaching pulse surveys query ongoing or past meetings to search for insights dashboards high level visualizations that help you take next best actions solutions by industry enterprise firms ai that your entire firm can trust independent advisors ai powered meeting intelligence for independent practices insurance ai built for producers and advisors accounting client intelligence for relationship driven accounting teams asset managers ai for asset management wholesalers insurance wholesalers ai for insurance carrier distribution teams banks credit unions turn client meetings into cross sell opportunities why enterprise teams choose jump compliance at scale growth at speed trusted by lpl osaic cetera and supporting 45 000 financial professionals learn more customers compliance pricing resources company the team behind jump about jump our mission values and the team building ai for modern advisors careers join a team shaping the future of ai in financial advice press news announcements and media resources from jump contact get in touch with our team for support sales or partnerships book a demo to get started sign in start free trial schedule demo start free trial schedule demo the 1 ai platform for advisors trusted ai for advisors financial professionals save time increase revenue and elevate the client experience with compliant ai easy to integrate configure and adopt see a demo try for free empowering 45 000 advisors at top firms of all sizes our product safe ai to elevate every step of the client lifecycle elevate the client meeting cycle with scheduling prep notes follow up automate crm planning updates learn more onboard clients and open accounts in real time upload documents complete forms sync with systems learn more grow your firm with tailored insights playbooks analytics surface held away assets referrals opportunities learn more ai notetaking is only the beginning the end to end ai platform built for financial services ai for the entire client lifecycle every feature workflow and insight is designed around how advisors actually work from data intake to follow up industry leading compliance trusted by thousands of firms for ai safety security and privacy aligned to regulatory standards configure to any policy integrate with any tech stack 40 deeply embedded integrations with your crm financial planning tools communication platforms and many more built for rapid adoption intuitive design and easy customization to match your firm s workflows 90 adoption within days of deployment jump can give your firm back thousands of productive hours each year 10 hrs saved per advisor per week 2 5x increase in growth opportunities 42 reduction in outstanding client service tasks compliance and security configurable to match any compliance policy recording is optional not required choose transcript only summary only or full audio and video recording configurable to match your firm s supervision and record keeping policies whether you re an ria ibd or hybrid firm built for regulated industries soc 2 certified infrastructure enterprise grade audit trails and features designed to make client disclosure consent and supervision straightforward your data your control jump is built with human in the loop ai your client data never trains our models and every ai generated output is reviewable before it goes anywhere one platform connected to the data and workflows that matter 40 two way integrations to keep your data current and connected across any ecosystem including crms financial planning tools conferencing systems and calendars see all integrations 1 rated ai platform by industry experts trusted by 45 000 advisors and rated 1 across t3 kitces and the oasis group reports jump is the leader in helping advisors save time and grow their book start free trial 1 in market share and customer satisfaction highest advisor satisfaction rating 5 category winner best tech stack and customization if you aren t using jump you risk getting left behind by advisors who are it s a core part of how i serve clients and i couldn t imagine meetings without it danielle darling cdfa founder darling wealth management jump has increased efficiency and strengthened relationships because it allows me to look the client in the eye while allowing jump to take the notes robin w haire cfp aif founder ceo haire wealth management jump saved me 1 2 hours a day of manual notetaking and provided email drafts for summary emails one of the best technologies we ve implemented michael dodds mba cfp president dodd s wealth lpl financial advisor 1 2 3 get started today schedule a demo start free trial product meet grow onboard integrations security compliance solutions for enterprise for independent advisors for asset managers for accounting professionals for banks credit unions case studies customer stories learn blog advisor trends jump vs zocks company about jump 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