What's New at Jump - February
Enhancements to make your workflow even smoother!
This month, we rolled out powerful new features to save you time and streamline your process. From multi-parent CRM note syncing to a handy Live Note-taker Widget, plus a new integration with Quivr, Jump keeps getting better. Check out what’s new!
Product updates
Sync Note to Multiple CRM Objects
Tired of manually duplicating notes for couples or households? Jump now supports multi-parent note syncing! With this new feature, you can assign a single note to multiple CRM contacts (or other objects) in one go. For platforms that allow truly “shared” notes, the same record will be linked to each parent. Otherwise, Jump will automatically copy the note for each contact—eliminating extra steps and saving you time.
Live Note-taker Widget
Introducing the Live Notetaker Widget! Now, recordings that haven't been submitted are hard to miss. A handy “1 of n” switcher in the upper-left corner of your sidebar keeps track of each recording until you submit or delete it. Plus, the widget stays visible across the entire site—so you can click around without ever stopping the meeting or losing track of your progress.
Find and Replace Text
We’ve added a convenient Find & Replace feature to our notes editor! This lets you quickly update multiple instances of text in one go. Rather than editing each instance manually, simply enter your search term, type in the replacement, and watch the changes happen instantly. It’s a real time-saver when you need to make sweeping edits to your notes.
Send Transcripts to CRM
You can now include “Transcript” as a variable in your automations—making it easy to sync call transcriptions to your CRM.
Quivr Integration
We’re thrilled to announce that Jump now provides a seamless, out-of-the-box experience with Quivr—a Salesforce overlay built specifically for financial advisors.
- Create or update Quivr meetings from your Jump meeting note –complete with short AI-generated summary
- Sync tasks with custom Quivr fields, including the Financial Planning Module.
- Pull in Quivr data to power more effective pre-meeting prep.
Help Jump Decide What To Build For You Next!
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.
Need Help With 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
About Jump
Jump AI is the leading AI meeting assistant, enabling RIA and Broker Dealer teams to cut meeting admin by 90% while elevating the advisor and client experience. Jump puts meeting prep, note taking, compliance documentation, CRM updates, client recap email, financial data extraction, and follow-up tasks on AI autopilot so advisors can process meetings in 5 min, not 60. Jump is made for advisors, 100% customizable, deeply integrated with the tech stack, and designed with safety and compliance in mind. For more information, visit https://jumpapp.com/.