What's New at Jump - December

Thank you for joining us in our mission to help advisors and their clients thrive in the age of AI! Read on for the latest from Jump.

Take the T3 Survey

“Jump” is on Question 88 and Question 60

It’s time for the T3/Inside Information Software Survey. Please take the time to complete the survey - it’s an important way for advisors to learn about the latest and greatest software options, and as more advisors become Jump users, the more resources we will have to reinvest into improving Jump for you!

Take the survey

Product updates

Summary Only Mode (“No Recordings” Option)

While many Jump users prefer to receive the full video or audio of their meetings, other users prefer to receive only the outputs without audio or video generated. Jump is now the only company in our industry to offer both "Recording" and "Summary-Only" options. With Summary Only Mode, users may get notes, tasks, and all of the other usual post-meeting AI outputs, but without meeting media (audio or video recordings). This could be a better fit for some firms, depending on their policies related to recording client interactions. Learn more here.

Join My Call

Now you can send Jump to any phone call on any phone system. Just add your notetaker to your phone call as a 3rd party participant. Learn more here. 

New Integrations: Microsoft Dynamics, Dialpad, and Intulse!

We continue to add integrations to make Jump more connected across the advisor tech stack. Reach out to our team to learn more about these CRM and VOIP integrations or to get help with setup.

Help Jump Decide What To Build For You Next!

Now you can contribute your Jump product or improvement ideas or upvote the ideas of other Jump users to help Jump prioritize what we build for you next!

You can do this on the “Feature Request” page inside the Jump web app.

Submit Ideas or Vote

Jump in the News

Jump Announces Strategic Relationship With LPL

After a months-long selection process, we are excited to announce that Jump was named by LPL as a strategic vendor partner included in LPL’s Curated AI Advisor Solutions. “With AI Advisor Solutions we have sifted through the fintech noise to identify top tools that can transform how we all work, improving overall efficiency and elevating the value of financial advisors to the investors and families they serve,” said Greg Gates, CTO of LPL. Jump's AI meeting tools are now available to LPL’s network of over 23,000 financial advisors. Coverage of the announcement here.

Jump was recently named “Wealthtech Startup of the Year” by Datos Insights.

On October 9, 2024, at the Datos Wealth Management Forum in New York, Jump was named Wealthtech Startup of the Year by the Datos Insights team. We were honored to receive recognition alongside the other award winners, including Merrill Wealth Management, Morgan Stanley, and LPL Financial. See the press release from Datos here.

Listen

Jump on the Fintech Impact Podcast with Jason Periera
Jump joined industry fintech expert Jason Periera on his podcast to discuss AI for financial advisors and the AI-Enhanced Client Meeting Cycle. Listen now

Need Help With Jump Onboarding? Join a Group Onboarding Call
Are you new to Jump, or just want to get the most out of the Jump software? Our Customer Experience team holds daily Onboarding Calls, which are 45-minute group onboarding calls, held via Zoom. We'll spend the first 20 minutes teaching new users how to use Jump and sharing best practices, and then we'll have time to help you with your specific questions. Choose a time that works for you