What's New at Jump - January
We hope your new year is off to a good start. As you venture into 2025, we’re excited to continue supporting advisors and their clients with innovative AI tools and solutions. Read on to see what’s new this month!
Product updates
Web Meeting Capture: The Next Generation
The Web Recorder is now more reliable than ever, with faster responsiveness and no lag when starting or stopping recordings. A new waveform visualizer clearly shows when audio is being captured. If audio isn't detected, an upload needs a retry, or another issue occurs, Jump will notify you immediately. Plus, switching microphones is now easier than ever! Learn more here.
Team Management
Easily manage your team's permissions with Jump! Control who can view and sync meeting notes. Account owners can create teams, add members, and assign admins who manage meeting notes and syncing. Learn more here.
Auto-Titling
Jump now automatically generates a meeting title when one isn't provided, using context from the meeting itself. Learn more here.
Reprocess meeting prep
You can now reprocess pre-meeting prep and choose the contacts you want it generated for, giving you more flexibility in your meeting preparations.
Join My Call for iOS
In the iOS mobile app, you can now ask your notetaker to join your call by clicking "Join My Call" and choosing the number you want the notetaker to call.
Wealthbox Calendar Integration
Sync your Wealthbox calendar directly with Jump to keep all your meetings organized in one place
Meeting Share Request
Missed a meeting? If it was hosted by another Jump user in your firm, you can now request access to their meeting notes. Simply navigate to "All past" on the left-hand side, select the meeting, and click the green "Request meeting notes" button. The meeting owner will receive your request and can approve or deny it.
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.
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
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/.