Jump is an AI-powered assistant that redefines how wealth advisors manage their client interactions and compliance tasks. Created to turn conversations into actionable tasks, comprehensive notes, and compliance records, Jump offers a cutting-edge solution for advisors seeking efficiency and accuracy in their daily operations.
Jump’s ultra-powerful customization features allow it to take notes in exactly the voice and style you would. Jump will even detect the type of meeting you’re having and change its note-taking style to match. You can record voice memos after meetings and get your voice memo transcribed and summarized.
With the Jump iOS app, you can:
Record in-person meetings with one tap
Upload and process meetings to get notes summarized in your style
Review upcoming meetings and past meeting notes