Now they use Jump — the only way to turn conversations into tasks, notes, and compliance records with secure AI.Get started now
Integrates seamlessly with:
Dreading that 30-60 minutes spent on administrative tasks after every meeting?
Let’s make it 5.
Jump’s AI securely generates your notes, pulls out tasks, and lets you update your CRM with a click.
You’re a trusted advisor to your clients. Jump helps make sure you keep that trust.
Yes. This is not just another tool that simply summarizes meetings. We craft our product to your firm’s practices, so that it takes notes in your voice, in your style, in just the right amount of detail.
We use end-to-end encryption for all data, including data at rest. We engage in regular security audits and keep software up-to-date to mitigate any emerging threats. We are happy to work with compliance and security teams to ensure that our software meets all best and required practices at your firm.
Jump’s goal is to ensure your firm not just maintains, but improves existing compliance practices. Our notetaker can help flag required disclosures, advisor or client statements (not just using words, but actual intent and meaning), and add custom language to notes.
In onboarding, we’ll help you set up all of the automations your firm needs. That includes pointing specific types of meetings and notes to specific fields. All of our notes are editable and reviewable before they go into the CRM.
Just like with the CRM setup, we’ll help your firm to establish task automation so the system knows what tasks should go where. We believe that the system is only helpful if it’s intimately knowledgeable about your firm and its workflows, so we take the time to get it right.
When you sign up for Jump, you will connect your meeting software (Zoom, Teams, or Google Meet), and we’ll start sending a “notetaker” participant to the meeting. If you'd like to record an in-person meeting, simply open the meeting page in Jump and click the "record" button.