Jump - Advisor AI

Jump is an AI-powered software company focused on revolutionizing the meeting experience for financial advisors and their clients. Their flagship product is an AI notetaker that automatically generates detailed meeting notes, suggests CRM updates, and creates follow-up tasks, allowing advisors to stay fully present in client meetings and eliminate time-consuming post-meeting administrative work. Jump integrates seamlessly with major advisor technology stacks, including Salesforce, Redtail, and Wealthbox, further streamlining workflows.

Jump's mission is to use AI to empower advisors to focus on building strong, trusting client relationships, ultimately enhancing the overall client experience. Beyond note-taking, they envision a future where AI assists with financial planning, goal setting, investment advice, risk management, tax planning, estate planning, client education, and communication, all while ensuring advisors remain the central point of contact and human connection in the client journey.

Jump is an AI-powered software designed to improve the meeting experience for financial advisors and their clients. Jump's mission is to use AI to enhance the advisor-client relationship by automating administrative tasks, such as note-taking, CRM updates, task creation, and compliance record generation, allowing advisors to focus on building trust and providing personalized financial guidance. By leveraging AI, Jump aims to dramatically elevate the meeting experience and empower advisors to deliver exceptional service in an increasingly competitive landscape.

Jump cultivates a collaborative and innovative culture, prioritizing the needs of financial advisors and their clients. The company fosters a supportive environment that encourages teamwork, open communication, and a constant drive to improve the advisor-client experience through cutting-edge technology. Jump values its employees' diverse backgrounds and perspectives, creating a welcoming and inclusive work atmosphere where everyone feels valued and empowered to contribute their unique skills and ideas.