Jump

jumpapp.com

Jump is a technology company that provides an artificial intelligence platform designed for financial advisors and other financial services professionals. Its products automate administrative tasks related to client meetings, including preparation, note-taking, compliance documentation, CRM updates, follow-ups, and client recaps, enabling users to integrate data and workflows across existing tools. The platform also offers insights and customization options that support deeper client engagement and workflow alignment with industry requirements. Jump’s services include integration with key advisor systems and features aimed at supporting regulatory compliance within advisory operations. Its offerings are oriented toward enhancing productivity and operational efficiency in advisor workflows.