Jump is an AI-powered meeting assistant tailored for financial advisors. It automates note-taking, task creation, and CRM updates, integrating with platforms like Zoom, Microsoft Teams, Google Meet, Salesforce, Redtail, and Wealthbox. Key features include customizable meeting notes, one-click CRM updates, pre-meeting prep one-pagers, automated follow-up emails, and smart task synchronization. Jump helps advisors stay compliant with audit-friendly notes and secure data handling. It is designed to cut meeting admin work by 90%, allowing advisors to focus on client relationships and strategic planning.
Jump
Jump is an AI assistant designed for financial advisors, automating tasks, note-taking, and CRM updates to streamline workflows and ensure compliance.
Introduction
Information
- PublisherTrustedBy Editors
- Websitejumpapp.com
- Published date2025/03/22
