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“Jump helps us build better client relationships because we can be 100% present in client meetings. As soon as the meeting is over, the advisor and ops team can automatically get the detailed meeting notes, suggested CRM updates, and follow-up tasks.”
Robert Patrick
Associate, Solidarity Wealth Management
“Jump helps us build better client relationships because we can be 100% present in client meetings. As soon as the meeting is over, the advisor and ops team can automatically get the detailed meeting notes, suggested CRM updates, and follow-up tasks.”
