Jump is the AI Meeting Assistant for financial advisors. Advisors used to spend 18 hours per week on meeting related admin (notes, tasks, client emails, CRM logging). Jump uses AI to help you get that time back so you can serve more clients or go home early. Generate pre-meeting prep, meeting notes in your style, and task lists, then sync to CRM with one click. Do your post meeting work in 5 min, not 45. Jump is only for advisors, 100% customizable to your style, and is compliant and secure.
