Managing meetings, syncing notes, and using AI Associate in the Jump iOS App

From the Meetings tab, you can see past and upcoming meetings. You can also push the settings button in the top left of the screen to access Meeting display settings.

From here, you can configure your list items in the Meetings tab to sort by meeting title and meeting attendees. You can also choose whether conferencing icons, meeting times, or attendee badges show in the meetings list.

If you click into a meeting from the Meetings tab, you'll be brought to the Meeting Details panel.

From here, you can see Meeting prep, or click Edit meeting details.

In the Edit meeting details screen, you'll find information about the meeting including attendees, time, conferencing details, and the ability to toggle the notetaker on or off for the meeting. You can also copy the link to the meeting from this view.

After capturing a meeting using the Jump notetaker, you can edit and sync the notes to your CRM directly from the mobile app. Here’s how:

With booking links, you can send a scheduling link to a client by copying it right from the app.

To do this:

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.

To use AI Associate in the mobile app, navigate to the Associate tab. From there, you can use AIA just like you would in the desktop app.

Learn more about AIA here!