Jump: The Premier AI Meeting Assistant for Financial Advisors
Jump is an advanced AI meeting assistant tailored for financial advisors, streamlining client communication and enhancing productivity with features like automated note-taking, task generation, and CRM updates. Its extensive integrations with platforms like Zoom, Salesforce, and Wealthbox make it easily adaptable to existing tech stacks, while AI sentiment analysis helps uncover client needs. Pricing ranges from $75 to $120 per month per seat, with entry-level tiers having usage caps.
Jump’s cloud-based platform also offers mobile compatibility, making it accessible on Android and iOS devices. It adheres to strict SOC 2 Type II compliance, ensuring robust data security. Although outputs are generally accurate, advisors may need to lightly edit emails and transcripts. Jump provides exceptional customer support and onboarding resources, making it a top choice among financial advisors seeking a comprehensive solution to improve meeting workflows and client engagement. Discover how Jump can transform your advisory practice today!
