AI Tools, Automation & Insights
A collection focused on the more advanced and AI-driven capabilities in Jump.
By Bailey and 4 others5 authors27 articles
- Customization at JumpLearn how to customize your notes and recap emails in Jump
- How to create a new meeting typePersonalize your Jump account by adding a new meeting type and automations.
- How to use scorecards to get insight into my meetingsScorecards are a great way to get insight into what is happening in meetings at your firm and identify possible coaching opportunities.
- Scorecard reportsAggregate and analyze all of your scorecards in one place to identify trends and dive into the underlying data.
- How to generate marketing content with JumpAutomatically turn meetings into draft social media posts to stay visible to clients and prospects without adding extra work to your day.
- How to customize AI outputs in Jump: An overviewLearn how Jump generates AI outputs and the steps to customize prompt templates.
- How and why to track keywords in JumpGet additional insights into your meetings by tracking certain keywords.
- How to use AI AssociateProviding financial advisors fast and intelligent answers to save time and improve client service.
- How to set up automationsSave time by automatically generating meeting notes, follow-up emails, and tasks based on your meeting types.
- Tips for using Jump with zero transcript retentionUse these suggestions to keep your meeting notes accurate and useful without retaining transcripts in Jump.
- How to use the Insights DashboardGather intelligence at-a-glance from your client conversations.
- Using Contacts in JumpContacts create a centralized source of truth for all client-related information in Jump—whether they come from your CRM or are created directly in Jump.
- How to use Flash SurveysFlash surveys help users answer questions about past meetings using the meeting transcripts.
- How to use Playbooks
- How to use PulsesCreate always-on questions that run across future meetings and show trends over time.
- How to use SignalsGet insights on possible opportunities Jump identifies from your meetings.
- How to use Document Intelligence
- Using Document Intelligence to automate Holdings CSV import for RightCapitalUse Document Intelligence to speed up your process updating holdings in RightCapital
- How to use Note TemplatesCreate and manage reusable templates for meeting notes for your own profile.
- How to use Public Form LinksSet up a reusable public Smart Form that can be filled out via a link without logging into Jump.
- Managing meetings, syncing notes, and using AI Associate in the Jump iOS AppLearn how to use pre and post-meeting actions in the Jump iOS App
- How to create custom templates using Jump's template galleryThe Template Gallery is a library of ready-made meeting note and recap email templates. Browse it to find a style that fits how you work, add it to your Templates…
- Real-Time Account Opening with Jump OnboardLearn how to open an account in real time using information captured or stored in Jump.
- How to use Jump CoachLearn how to use Jump Coach to review meeting performance and track coaching progress over time.
- Creating Smart Forms and Smart Form templates in JumpLearn how Jump can help you build intake forms
- Sending Smart Forms and tracking responses in JumpLearn how to send your Smart Forms and check in on client responses
- Auto-filling Smart Forms and syncing to your CRM and Financial Planning toolsLearn how to take information collected in meetings and apply it to Smart Forms before syncing information to your desired destination