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  • Automatically generated detailed notes after every meeting. Never take notes again!
  • One-click CRM sync with your notes. Just take a look, make any desired edits, and update
  • Compliance flags, task creation, and follow-up emails all done for you automatically.

If you prefer you can schedule a demo to learn how Jump can help save you 15-20 hours a week.

“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

Prefer to give us a call? You can reach us 8am-4:30pm PT at 801-742-1732. Or, email us: hello@jumpapp.com

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