Cut meeting admin time by 90% while elevating client and advisor experience

Discover 8 proven ways advisors are hacking their workload using AI: Get prep, note taking, data extraction, task creation and assignment, and syncing to CRM done… on autopilot. Without sacrificing quality or compliance.

  • Time and Cost Savings
  • Enhanced Client Experience
  • Audit-Ready
  • Advisor-Specific
"With Jump, what used to be 40 minutes of typing meeting notes, organizing tasks, and posting to CRM, we now get 95% done in 3-4 minutes."
Jack Csenge, CFP, Wealth Advisor
Csenge Advisory Group

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