Wealth advisors used to take notes manually.

Now they use Jump — the only way to turn conversations into tasks, notes, and compliance records with secure AI.

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Olivia Parker

Integrates seamlessly with:

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Spend time on what matters — your clients.

Dreading that 30-60 minutes spent on administrative tasks after every meeting?

Let’s make it 5.


Review meeting in Jump

Jump’s AI securely generates your notes, pulls out tasks, and lets you update your CRM with a click.

Review meeting in Jump

Don't let anything slip through the cracks.

You’re a trusted advisor to your clients. Jump helps make sure you keep that trust.

Elevate client service

Get back 10-20 hours/week by letting Jump write notes, determine tasks, and update your CRM.
Give clients the focus they deserve in meetings — Jump handles the note-taking so you can build your client relationship.
Be 100% present in meetings while Jump creates a transcript, takes notes, tracks tasks, and prepares a follow-up email.
Easily share your tasks with clients after they’re auto-generated by Jump.

Streamline compliance

Show you’re acting in your clients best interest by automatically logging detailed notes summarizing client conversations and requests.
Track and flag conversations to make sure that everything advisors say is helpful and compliant.
Prove contact frequency with call logs and summaries.
Easily comply with record-keeping rules by letting Jump suggest CRM updates based on client conversations.


Can Jump really take notes like I would?

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.

What are your security practices?

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.

Will my compliance officer sign off on this?

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.

How does it know where to put notes in my CRM?

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.

How does it know who to assign tasks to?

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.

How does recording work?

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.

Ready to get started?

We’d love to work with you, and we’re onboarding teams onto Jump’s platform now. Send us a note to get in touch.

Get started with Jump
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Questions about the company or product? We’d love for you to get in touch.

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