Jump

What it does

Jump is an end-to-end AI platform built for financial advisors and financial services firms, covering the full client lifecycle. Its Meet product handles meeting scheduling, pre-meeting prep, AI notetaking, follow-up emails and tasks, and post-meeting data sync to CRMs and financial planning tools. Onboard adds AI intake forms, document intelligence, and AI-assisted account opening, while Grow surfaces opportunities, trends, and coaching insights through signals, playbooks, scorecards, and dashboards. An AI Associate, email assistant, and evergreen client profiles run across 40+ integrations. Jump is built for regulated industries with SOC 2-certified infrastructure, configurable compliance policies, human-in-the-loop review, and is used by 35,000+ financial professionals at firms including LPL, Osaic, and Cetera.

How to use: Start a free trial and connect Jump to your calendar, CRM, and financial planning tools via its 40+ integrations. Jump prepares meeting briefs and agendas, takes notes during client meetings (recording is optional and configurable), then generates follow-up emails, tasks, and structured data that you review before syncing to your CRM. Add the Onboard and Grow products for client intake automation and growth analytics.

Core features

• ✦AI notetaker with unlimited meetings
• ✦Pre-meeting prep and structured agendas
• ✦Follow-up emails and tasks generated automatically
• ✦Post-meeting data sync to CRM and planning tools
• ✦AI intake forms and document intelligence for onboarding
• ✦Growth signals, playbooks, scorecards, and dashboards
• ✦AI Associate and email assistant
• ✦40+ two-way integrations
• ✦Configurable compliance and SOC 2-certified infrastructure

Use cases

• →Automating meeting notes, follow-ups, and CRM updates for financial advisors
• →Preparing for client meetings with auto-generated briefs and agendas
• →Onboarding new clients and opening accounts without manual data entry
• →Surfacing growth opportunities, held-away assets, and referrals
• →Maintaining compliant, audit-ready meeting records
• →Scheduling client meetings and sending reminders automatically