Jump

jumpapp.com

Jump is an AI-powered assistant designed specifically for financial advisors, transforming how they manage client interactions and compliance tasks. By automating the process of taking notes, creating tasks, and maintaining compliance records, Jump significantly reduces administrative workload, allowing advisors to focus on building lasting relationships with clients. The platform integrates seamlessly with existing advisor tech stacks, offering customizable meeting notes and smart task management. With a strong emphasis on security and compliance, Jump positions itself as a leader in advisor-centric AI solutions, gaining traction among various advisory firms and receiving industry recognition for its innovative approach.