Everything was smooth, from implementation to use in client meetings. Jump saved me 1-2 hours a day of manual notetaking and provided email drafts for summary emails. Our clients didn't have any issues with us recording the meetings for notetaking purposes. Jump is a huge win for our financial advisory practice. One of the best technologies since we implemented a financial planning tool.
Michael Dodds, MBA, CFP®
LPL Financial Advisor, President, Dodds Wealth
Industry recognition
Best in Show
Wealth Management EDGE Tech Demo Competition
May 2024
3-Category Winner
10th Annual "Wealthies"
June 2024
Wealthtech Startup of the year 2024
Digital Wealth Management Impact Awards
October 2024
“Jump AI: This is my favorite thing I've seen so far. AI note-taking to save advisors and clients time before and after meetings is the most obvious killer app for our industry.”
Jump’s goal is to ensure your firm not just maintains, but improves existing compliance practices. Our notetaker can help flag required disclosures, advisor or client statements (not just using words, but actual intent and meaning), and add custom language to notes.
How does capturing meetings work?
When you sign up for Jump, you will connect your meeting software (Zoom, Teams, or Google Meet), and we’ll start sending a “notetaker” participant to the meeting. Clients are given full disclosure about the meeting capture, and you can decline the notetaker if there’s a meeting you don’t want to capture and transcribe.
How does it know where to put notes in my CRM?
In onboarding, we’ll help you set up all of the automations your firm needs. That includes pointing specific types of meetings and notes to specific fields. All of our notes are editable and reviewable before they go into the CRM.
What are your security practices?
We use end-to-end encryption for all data, including data at rest. We engage in regular security audits and keep software up-to-date to mitigate any emerging threats. We are happy to work with compliance and security teams to ensure that our software meets all best and required practices at your firm.
Can Jump really take notes like I would?
Yes. This is not just another tool that simply summarizes meetings. We craft our product to your firm’s practices, so that it takes notes in your voice, in your style, in just the right amount of detail.
How does it know who to assign tasks to?
Just like with the CRM setup, we’ll help your firm to establish task automation so the system knows what tasks should go where. We believe that the system is only helpful if it’s intimately knowledgeable about your firm and its workflows, so we take the time to get it right.
Testimonials
“Madi looked at both platforms for our team and we preferred the summary output that Jump provides.”
Stacey Spedden-Irrgang
Partner
“I had Jump rewrite a summary/notes that had a lot of medical information - when I reprocessed, I was able to tell Jump AI to tell them what sort of outcome I wanted, and it was able to make it clear and easy to understand for how it would help the client. So even without having a recording saved, the transcription can be re-run.”
John Bradley
Life Insurance Specialist and Financial Planner
“Jump just has an easier feel, happier to use once we discovered it’s not recording, and it has good coordination of notes.”
Thomas W. Spray-Fry
Partner
Questions about the company or product? We’d love for you to get in touch.
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