Jump’s AI-Powered Tools Take Top Honors in the 2025 T3/Inside Information Software Survey

The results are in: Jump is making waves in financial technology. The 2025 T3/Inside Information Software Survey, one of the most comprehensive reports on fintech for advisors, has recognized Jump in two major categories—Onboarding/Proposal Generation and Transcription/Text Capture—with some of the highest user ratings in the industry.

The annual survey, led by fintech experts Joel Bruckenstein and Bob Veres, gathers insights from over 2,100 financial advisors to track market share, satisfaction, and emerging trends in advisor technology. This year’s report put a spotlight on the increasing adoption of AI, noting that 41% of advisors are now using AI-powered tools to enhance their workflows.

And when it comes to AI-driven efficiency, Jump is leading the charge.

Jump Earns Standout Ratings in Two Key Categories

Jump’s AI meeting assistant—designed to eliminate manual note-taking, streamline onboarding, and enhance client interactions—earned top marks from advisors.

• Onboarding/Proposal Generation – Jump debuted with an 8.64 user rating, the highest in the category.
  
  “Jump leaped into second place in this category as a startup and achieved a remarkable 8.64 user rating in its debut in this survey.”
  
  

• Transcription/Text Capture – Jump doubled its market share from the previous year, earning an 8.61 user rating and securing its place as a leader in AI-powered note-taking.
  
  “A new AI entrant—Jump—burst on the scene and doubled its aggregate market share, in the process earning the highest user rating as well.”
  
  

Advisors know that time spent on administrative work is time lost with clients. The survey’s findings reinforce what Jump users have been telling us all along—AI-powered tools like Jump are changing the game.

Why This Matters for Advisors

For years, financial advisors have relied on traditional dictation and transcription tools to capture client meeting notes. But this year’s survey shows that AI-driven solutions are re-energizing the space, offering a new level of automation and accuracy.

The report sums it up best:

“Wouldn’t it be nice if AI would automatically record and transcribe your conversations with clients and prospects, summarize them, and create task lists? That’s what Jump does.”

With Jump, advisors aren’t just transcribing meetings—they’re automating follow-ups, tracking action items, and ensuring compliance without lifting a finger.

Looking Ahead

Jump’s recognition in the T3/Inside Information survey is an exciting milestone, but we’re just getting started. Our goal is to help advisors cut meeting admin by 90% while delivering a better client experience—and we’re constantly improving to make that a reality.

Read the full T3/Inside Information Software Survey here.

If you’re ready to see how AI can transform your workflow, book a demo today.