About Jump
Jump is an AI software platform for financial advisors. It uses AI to assist with meeting notes, follow-ups, client data intake, and identifying growth opportunities.
Jump is an AI-powered software platform designed specifically for financial advisors, accounting professionals, and insurance teams. It acts as an end-to-end AI assistant across the entire client lifecycle, from onboarding to ongoing management. Key features include an AI notetaker for meetings, automated follow-ups, an email assistant, and document intelligence for parsing client information. The platform aims to increase advisor productivity by reducing administrative tasks. It integrates with over 40 common industry tools, including CRMs and financial planning software. Pricing is subscription-based with a core plan and optional add-ons for client onboarding and growth analytics. A free trial is available for the core 'Meet' product. The company emphasizes its enterprise-grade security and compliance features.
Pros & Cons
- Automates time-consuming administrative tasks like notetaking and follow-up emails.
- Offers deep, two-way integrations with over 40 industry-specific tools like CRMs and financial planning software.
- Provides a free trial for its core meeting features.
- Designed with enterprise-grade security and compliance features, including SOC 2 certification.
- Targets specific workflows for financial advisors, including client onboarding and growth opportunity identification.
- Full functionality is split across a core plan and two separate paid add-ons.
- The onboarding and growth features do not offer a free trial and require a sales demo.
Features
Key features
Automatically generates meeting notes, decisions, and next steps from client meetings.
Allows users to ask questions and take action across their integrated tech stack.
Provides faster drafting and rewrites for client emails directly within the user's inbox.
Connects with over 40 CRMs, financial planning tools, and communication platforms to sync data.
Uploads, parses, and syncs client documents to various systems, streamlining data entry.
Automatically generates follow-up emails and action items after meetings.
Delivers an auto-generated brief with relevant client information before each meeting.
Additional features
Creates and maintains evergreen client profiles by pulling data from all connected sources.
Uses AI to structure data collection from new clients.
Enables the creation of repeatable workflows for the advisory team.
Offers high-level visualizations to help advisors identify next best actions.
Highlights key opportunities and risks within the client base.
Tracks performance for coaching and improvement purposes.
Books meetings with clients and sends reminders automatically.
Sends structured data from meetings directly into CRMs and other systems.
Pricing
Monthly plans
- AI notetaker
- Unlimited meetings
- Pre-meeting preparation
- Follow-up tasks & emails
- Sync CRM or financial planning software
- Meeting scheduling
- AI-assisted account opening
- Automatic form completion
- Document intake
- CRM field mapping
- Sync forms & documents
- Meeting analytics & insights
- Topics & trends monitoring
- Proactive client recommendations
- Proven conversation guides
- Advisor coaching & training
- Revenue opportunity sourcing
Includes API & build access, SSO, custom attestations, SCIM/SAML, compliance dashboard, and personalized configuration.
Source: vendor pricing page →Countries & Languages
Interface languages
Billing currencies
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About Jump
Jump is an AI software platform for financial advisors. It uses AI to assist with meeting notes, follow-ups, client data intake, and identifying growth opportunities.
Jump Details
Jump's In-App Market Place
Does Jump have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Plans
Monthly plans
- AI notetaker
- Unlimited meetings
- Pre-meeting preparation
- Follow-up tasks & emails
- Sync CRM or financial planning software
- Meeting scheduling
- AI-assisted account opening
- Automatic form completion
- Document intake
- CRM field mapping
- Sync forms & documents
- Meeting analytics & insights
- Topics & trends monitoring
- Proactive client recommendations
- Proven conversation guides
- Advisor coaching & training
- Revenue opportunity sourcing
Includes API & build access, SSO, custom attestations, SCIM/SAML, compliance dashboard, and personalized configuration.
Source: vendor pricing page →Accepted Payment Currencies
USD
Pros & Cons
- Automates time-consuming administrative tasks like notetaking and follow-up emails.
- Offers deep, two-way integrations with over 40 industry-specific tools like CRMs and financial planning software.
- Provides a free trial for its core meeting features.
- Designed with enterprise-grade security and compliance features, including SOC 2 certification.
- Targets specific workflows for financial advisors, including client onboarding and growth opportunity identification.
- Full functionality is split across a core plan and two separate paid add-ons.
- The onboarding and growth features do not offer a free trial and require a sales demo.
Jump's Alternatives
Zofi Cash
Zofi Cash is a financial management software from Zofi Cash that provides tools for personal…
Sabboath Analytics
Sabboath Analytics is a hybrid fintech and data analytics software platform designed for African markets,…
MTN Homeland
MTN Homeland is a digital remittance and airtime transfer platform developed by MTN MoMo to…
Worldpay Payments Platform
Worldpay is a payments software platform from Worldpay that powers global commerce for businesses. It…