Jump: Your Financial Advisor’s New AI Meeting Assistant
We're always looking for ways to improve your experience. That’s why we're excited to introduce Jump, a powerful AI meeting assistant designed specifically to support financial advisors like us during virtual meetings.
What is Jump?
Jump is an AI tool that helps your advisor take detailed notes, track important action items, and ensure that every part of your conversation is captured accurately.
By joining your calls, Jump allows your advisor to be more present and focused on your needs while automating administrative tasks like follow-ups and task management.
Why Jump is a Game-Changer:
More Focus on You
With Jump managing meeting details in the background, your advisor can dedicate more attention to the conversation and your financial goals.
Faster Follow-Ups
Jump helps streamline the process of sending recap emails and kicking off follow-up actions, so you’ll receive updates faster, and nothing will slip through the cracks.
Always Up to Date
Whether it’s managing meeting notes or updates to your client profile. Jump helps ensure that everything is current and accurate.
Security & Compliance
Your privacy is our top priority. Jump meets all industry standards for security and compliance, ensuring your information is protected at every step. The app is SOC2 certified and you can read more about the security measures here.
The Benefits of AI for You
AI tools like Jump aren’t here to replace human connection — they’re here to enhance it. Many AI assistants, including Jump, can transcribe meetings with greater accuracy than human note-takers, ensuring nothing is missed.
Clients often appreciate the added attention and focus their advisors are able to provide when using AI tools like Jump.
Embrace the Future with Confidence
We understand that new technologies can sometimes seem intimidating. Rest assured, Jump is designed to improve your experience without compromising security or the quality of your relationship with your advisor.
Your financial advisor remains in control and this tool simply helps us work smarter, faster, and more efficiently on your behalf.