Who can use this feature?
All users on Ramping, Core, and Scale (legacy)
All users on Meet, Operate, and Grow
What is AI Associate?
AI Associate (AIA) is Jump’s AI-powered assistant designed to help financial advisors get fast, intelligent answers — grounded in your firm’s client data across Jump, integrated CRMs, financial planning software, email, meetings, and tasks.
AIA is built to:
• Answer questions about your client meetings, notes, and Jump-native data
• Pull insights from connected CRMs (Salesforce, Wealthbox, Redtail)
• Reference financial planning tools (RightCapital, eMoney)
• Surface relevant information from connected email accounts (Microsoft Outlook and Gmail)
• Understand context from past conversations, CRM fields, and workflow metadata
• Instantly surface the most relevant insights across your firm’s connected systems
All AIA interactions are secure, compliant, and isolated within your firm's environment. If your firm has specific compliance requirements, we're happy to configure AIA to meet them.
AI Associate is currently rolling out as a beta release, with access being introduced gradually across Jump's customer base.
What "beta" means here: the feature is live and available, but actively evolving. As we gather more feedback through usage, you can expect the experience to improve over time.
Where to find AI Associate
AI Associate is available from anywhere within the Jump web app for faster access wherever you're working.
To access AIA:
Click the AI Associate button in the top-right corner of Jump.
The AIA panel will open, allowing you to ask questions without leaving your current page.
How to use AI Associate
1. Click the AI Associate button in the top-right corner of Jump to open the AIA panel.
2. Type your question in the text field. Be specific about the client or context you're interested in for more accurate results.
3. Review the response provided by AIA, which will include relevant data from your client records, meetings, and integrated systems.
4. For follow-up questions, simply continue typing in the same conversation window. AIA remembers the context of your discussion.
5. To start a fresh conversation, click the "+ New chat" button at the top.
Note: Starting a new chat will clear your current conversation. Chat history is coming soon.
Frequently asked questions (FAQs)
Why does AIA also respond to unrelated or "general" questions?
Because AIA is powered by a large language model (LLM), it can answer open-ended questions beyond Jump data. This is by design to provide a flexible, helpful experience when you need information about topics like IRS limits, compliance rules, or help drafting communications.
Is AIA secure and compliant for financial advisory use?
Yes. All AIA interactions are routed through Jump's secure infrastructure with SOC 2 controls. Data is scoped only to your firm's environment, never shared outside your workspace, and isolated from other firms' data. Usage logging and query review are available upon request.
Can AIA access my client's personal information?
AIA can only access client information that you already have permission to view in Jump. It follows the same permission structure as your user account and cannot bypass any security protocols your firm has established.
Should I be concerned about asking off-topic questions?
In most cases, no. Testing the assistant or using it for general-purpose help isn't considered misuse. However, advisors should remember that AIA is an assistant—not a replacement for compliance-approved guidance—and externally-facing communication should still follow internal review processes.
Why don't I see the AI Associate button in Jump?
If you don’t see the AI Associate button in the top-right corner of Jump, your firm may have disabled AI Associate in Compliance settings. Please contact your account owner or parent account administrator to confirm whether the feature is enabled.