Question 1

What is Jump?

Accepted Answer

**Jump** is an AI-powered meeting assistant designed specifically for financial advisors. It helps turn conversations into actionable tasks, notes, and compliance records, saving you time and ensuring nothing slips through the cracks. Jump integrates seamlessly with tools like Salesforce, Redtail, and Wealthbox, making it a game-changer for advisors looking to streamline their workflow.

Question 2

What are the features of Jump?

Accepted Answer

* **AI Meeting Assistant**: Automatically generates notes, tasks, and follow-ups in your voice and style.  
* **Customizable Notes**: Notes are tailored to your style, with options for tables, formatting, and more.  
* **CRM Integration**: One-click updates to your CRM, ensuring all data is accurate and up-to-date.  
* **Pre-Meeting Prep**: Generates one-pagers with client history, conversation starters, and task reminders.  
* **Follow-Up Emails**: Drafts customizable emails with action items for clients and team members.  
* **Smart Tasks**: Creates detailed tasks with titles, descriptions, assignees, and due dates.  
* **Mobile App**: Captures in-person or on-the-go meetings with ease.  
* **Compliance Support**: Provides audit-friendly notes and customizable language for compliance needs.

Question 3

What are the use cases of Jump?

Accepted Answer

* **Client Meetings**: Capture discussions, action items, and next steps seamlessly.  
* **Internal Meetings**: Keep track of team tasks and follow-ups without missing details.  
* **On-the-Go Meetings**: Use the mobile app to capture conversations anywhere.

Question 4

How to use Jump?

Accepted Answer

1. Sign up for Jump and connect your meeting software (Zoom, Teams, or Google Meet).  
2. Jump sends a "notetaker" to your meetings for automatic note-taking.  
3. Review and edit notes before syncing them to your CRM.  
4. Use pre-meeting one-pagers to prepare and follow-up emails to keep everyone in the loop.

Question 5

Can Jump really take notes like I would?

Accepted Answer

Yes! Jump is designed to take notes in your voice and style, with the level of detail you prefer.

Question 6

What are your security practices?

Accepted Answer

Jump uses end-to-end encryption, regular security audits, and stays updated to protect your data.

Question 7

Will my compliance officer sign off on this?

Accepted Answer

Jump helps maintain compliance by flagging disclosures and allowing custom language in notes.

Question 8

How does it know where to put notes in my CRM?

Accepted Answer

During onboarding, we set up automations to direct notes and tasks to the right fields in your CRM.

Question 9

How does it know who to assign tasks to?

Accepted Answer

We help you establish task automation rules during onboarding to ensure tasks go to the right people.

Question 10

How does capturing meetings work?

Accepted Answer

Jump joins your meetings as a "notetaker" participant, with full disclosure to clients. You can opt out for specific meetings.

Jump | AI for Financial Advisors

Jump | AI for Financial Advisors