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.
“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.”
Associate, Solidarity Wealth Management
Just pass along your work email, and we’ll be in touch right away.
Prefer to give us a call? You can reach us 8am-4:30PM PT at (801) 742-1732.