All Jump products are built on the Jump AI Operating System, which connects meetings, documents, emails, and systems across your firm.
Each product focuses on a different part of the client lifecycle.
In general:
Meet helps advisors run better client meetings and automatically capture follow-up work.
Onboard automates client onboarding by gathering data from within your existing processes and pushing that data where it needs to go.
Grow helps firms identify growth opportunities and analyze client conversations for insights.
You can use one product or combine multiple products, depending on your firm's needs. Some features rely on data generated from client interactions, so their value depends on having that data captured within your firm’s account through Meet.
The Jump AI Operating System
Every Jump product runs on the Jump AI Operating System, which connects data across your firm.
This shared platform allows information from meetings, documents, and communications to power workflows, reporting, and insights.
Platform capabilities include:
Ask Anything (AI search across firm data)
Client profiles and unified client data
Client reports and documentation
Integrations with CRM, planning tools, and other systems
Because all products run on the same platform, data captured in one product can support workflows and insights across the others.
Meet overview & key features
Meet helps advisors prepare for, capture, and follow up on client meetings.
It automatically records and organizes meeting details so advisors can stay focused on the conversation instead of taking notes or managing follow-up tasks.
Key features include:
AI meeting notes and summaries
Pre-meeting preparation and agendas
Follow-up emails and task generation
Meeting analytics and insights
CRM and financial planning system syncing
Meeting scheduling and reminders
Meet transforms client conversations into structured information that can be shared across your systems and workflows.
Note: Jump also offers Ramping plans, designed for solo advisors with low meeting volume. These plans include core Meet functionality but have usage limits on AI-generated outputs and allow only one full user seat.
Grow overview & key features
Grow helps firms uncover growth opportunities hidden within client conversations and engagement data.
It analyzes meetings and other client interactions to surface signals that advisors can act on.
Key features include:
Opportunity signals (such as referrals or held-away assets)
Advisor playbooks to guide client conversations
Insights dashboards for firm-level analysis
Advisor performance scorecards
Pulse and feedback tools to measure engagement
Flash surveys to gather client input
Grow helps firms better understand client sentiment, identify opportunities, and track advisor performance across teams.
Grow can be used as a standalone product for insights, but it relies on meetings captured through Meet within your firm’s account. Only meetings from users who have both Meet and Grow are included in Grow insights.
Onboard overview & key features
Onboard helps advisory teams cut the manual work out of client onboarding. Instead of manually collecting data, pulling information from documents, and filling out paperwork, Onboard helps gather the information, organize it, and move it where it needs to go.
Key features include:
AI intake forms for collecting client information
Document intelligence to extract and structure data from files
Email assistance through the Outlook plug-in
Account opening with Schwab
Onboard is typically used by operations teams or firms managing high volumes of client onboarding and servicing tasks.
When to use Meet, Onboard, and Grow
Consider Meet if you:
Want automated meeting notes and follow-ups
Spend significant time preparing for or documenting client meetings
Want meeting insights synced to your CRM or planning tools
Consider Grow if you:
Want to identify growth opportunities from client conversations
Need visibility into advisor performance across your firm
Want insights and analytics based on client engagement data
Consider Onboard if you:
Manage operational workflows like onboarding or document processing
Want to reduce manual intake and data entry
Need automated workflows across systems
Many firms choose to combine multiple products to support advisors, operations teams, and leadership across the full client lifecycle.
Note: View current pricing for all Jump plans here.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]