Jump @JumpAdvisorAI

Trusted by enterprise & loved by financial advisors, Jump is the leading AI tool for wealth managers, automating notetaking, compliance, CRM updates & more. jumpapp.com Joined January 2024

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Jump @JumpAdvisorAI

6 months ago

Future Proof Citywide brought the heat—literally and figuratively. ☀️💃🌴 From meaningful conversations to unexpected moments of Miami flair, it was a fun and energizing few days at @FutureProof_HQ Citywide. The Jump team had amazing chats with advisors about using AI to save…

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Jump @JumpAdvisorAI

6 months ago

Exciting news! 🎉 Jump is now approved for @osaic_inc's network of approximately 11,000+ financial professionals, bringing advanced AI technology to streamline workflows, enhance compliance, and reduce administrative burdens. Osaic advisors using Jump are already saving 1–2…

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Jump @JumpAdvisorAI

6 months ago

Jump is excited to be here at #T32025. Come say hi 👋 to the team at Booth #209.

T3 Technology Tools @t3techhub

6 months ago

Jump is excited to be here at #T32025. Come say hi 👋 to the team at Booth #209.

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Jump @JumpAdvisorAI

6 months ago

Need access to a meeting you missed? Jump’s got you covered! If another Jump user in your firm hosted the meeting, you can now request access to their meeting notes with just a click. The meeting owner can approve or deny—keeping collaboration smooth and secure.

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Jump @JumpAdvisorAI

7 months ago

We're thrilled to share @CitiVentures' investment thesis on Jump, authored by Luis Valdich, Jelena Zec, and Jack Benedict: “Investing in Jump to Power the Future of Financial Advice.” citi.com/ventures/persp… In this article, they highlight how Jump's AI-powered meeting…

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Steve Balch, CFP® @StevenBalch

7 months ago

@Budgetdog_ @JumpAdvisorAI is a game changer for meeting note taker and follow up

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Battery Ventures @BatteryVentures

7 months ago

The financial advisory industry is shifting. With $84 trillion in wealth set to transfer over the next two decades, advisors must adapt to a tech-savvy client base. Yet, many are bogged down by manual tasks, spending up to 50% of their time on meeting documentation, compliance…

Jump @JumpAdvisorAI

7 months ago

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Jump @JumpAdvisorAI

7 months ago

We're so excited for what's ahead! 🚀

Sudhee Chilappagari @webaficionado

7 months ago

We're so excited for what's ahead! 🚀

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Jump @JumpAdvisorAI

2 years ago

Doing lots of in-person meetings but want to use Jump? Check out our slick new iOS app to record, transcribe, and do all your compliant note-taking! buff.ly/47PEmEG