Optimizing Jump
General best practices for improving your Jump experience
Customization at JumpLearn how to customize your notes and recap emails in Jump
How to make a feature requestWould you like to see a specific feature or integration in Jump?
How to create a new meeting typePersonalize your Jump account by adding a new meeting type and automations.
How to use contacts in JumpContacts create a centralized source of truth for all client-related information in Jump.
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.
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 Global Ask Anything (GAA)Providing 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.