Jump Overview

Jump is a revolutionary AI assistant built from the ground up exclusively for financial advisors, RIAs, and broker-dealers. Its primary mission is to eliminate the burdensome administrative tasks that consume an advisor's valuable time. By automating meeting prep, generating highly accurate and customizable notes, and creating smart, actionable tasks, Jump claims to cut down administrative work by 90%, translating what was once a 40-minute post-meeting routine into a 3-4 minute task.

Unlike generic meeting summarizers like Fireflies, Jump is advisor-centric. It understands the specific needs, workflows, and compliance requirements of the financial industry. The platform offers deep, one-click integrations with major advisor CRMs, including Salesforce, Redtail, and Wealthbox, ensuring a seamless flow of information from client conversations directly into your system of record.

How to use Jump

Getting started with Jump is a straightforward process designed for quick adoption:

Sign Up & Connect: Create an account and connect your calendar and meeting software (Zoom, Google Meet, Microsoft Teams).
Automatic Meeting Capture: Jump's AI notetaker will automatically join your scheduled client meetings as a participant. Clients are given full disclosure, and you have the option to decline the notetaker for any specific meeting.
AI-Powered Processing: During the meeting, Jump transcribes the conversation in real-time. After the meeting, its AI processes the transcript to generate structured notes, identify action items, and create tasks.
Review and Customize: Within minutes of the meeting ending, you can review the AI-generated outputs. The notes are fully editable and can be customized to match your firm's specific style, tone, and formatting requirements.
One-Click Sync: With a single click, you can push the finalized notes, client data, and smart tasks directly into the correct fields within your integrated CRM (Salesforce, Redtail, or Wealthbox).
Utilize Additional Features: Leverage the mobile app to capture in-person meetings, use the 'Ask Anything' feature to query past meeting details, and let the system automatically generate pre-meeting one-pagers and follow-up emails.

Core Features of Jump

Customizable AI Meeting Notes: Generates notes that mimic your personal style, voice, and level of detail. It supports custom formatting and data extraction into tables.
Deep CRM Integration: Seamless, one-click synchronization of notes, tasks, and client data with Salesforce, Redtail, and Wealthbox.
AI Pre-Meeting Prep: Automatically creates a customizable one-page summary before each meeting, pulling data from your CRM and past interactions to provide conversation starters and reminders.
Smart, Syncable Tasks: Identifies action items and converts them into structured data objects with a title, description, assignee, and due date, ready to be synced with your CRM's task manager.
Automated Follow-up Emails: Instantly drafts client follow-up emails that summarize key discussion points and outline next steps for both the advisor and the client.
Mobile App: Capture notes and tasks from in-person or on-the-go meetings, ensuring no detail is lost.
Compliance & Security: Features audit-friendly notes, can flag required disclosures, and uses end-to-end encryption for all data to meet firm compliance and security standards.
Team Analytics: For larger teams, Jump provides insights into team activities and performance (available on Scale and Enterprise plans).

Use Cases for Jump

Jump is versatile and benefits advisory firms of all sizes. Solo advisors can dramatically increase their efficiency, allowing them to serve more clients effectively. Growing teams can use Jump to standardize their processes, ensure consistency in client communication, and collaborate seamlessly. Large enterprises and broker-dealers can leverage its organization-level controls, custom integrations, and dedicated support to streamline operations at scale while maintaining strict compliance oversight.

Advantages of Jump

The primary advantage of Jump is the massive time savings, allowing advisors to reinvest their time into revenue-generating activities and client relationships. Its advisor-centric design means it understands the nuances of financial conversations, leading to more relevant and accurate outputs than generic tools. The deep CRM integration eliminates manual data entry, reduces errors, and ensures that your system of record is always up-to-date. This leads to an elevated client experience, as advisors are more present and prepared for every interaction, and nothing falls through the cracks.

Pricing and Plans

Jump offers a 14-day free trial and several paid plans, with up to 20% savings on annual billing.

Ramping: $75 per Full seat/month (billed annually). Designed for new solo advisors, includes 60 AI outputs/month.
Core: $100 per Full seat/month (billed annually). For solo advisors and teams with consistent meeting volume, includes unlimited AI outputs and Lite seats ($25/mo).
Scale: $120 per Full seat/month (billed annually). For growing teams, adds customization support and team analytics.
Enterprise: Custom pricing. For large organizations, includes custom integrations, dedicated support, and white-glove onboarding.

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Traffic

Latest traffic

Monthly visits267.4K

Avg visit duration8:08

Pages per visit8.38

Bounce rate21.3%

Status

Rising+12.5%vs previous month

Updated at 2026-06-15

Monthly traffic trend

Geography

Top 5 countries / regions

🇺🇸United States
97.4%
🇨🇦Canada
1.4%
🇮🇳India
0.9%
🇧🇷Brazil
0.2%
🇹🇭Thailand
0.2%

Traffic sources

Source type	Percentage
Direct	94.0%
Referral	5.3%
Email	0.7%

Total

100%

Direct94.0%

Referral5.3%

Email0.7%

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