Jump AI
90% less meeting admin. 100% more insight. Meet Jump, the #1 AI assistant for financial advisors, from independent to enterprise. Jump captures meetin
About this Tool
90% less meeting admin. 100% more insight.
Meet Jump, the #1 AI assistant for financial advisors, from independent to enterprise. Jump captures meetin
Meet Jump, the #1 AI assistant for financial advisors, from independent to enterprise. Jump captures meetings, writes accurate notes in your voice, and turns conversations into tasks, email drafts, CRM updates, planning updates, and more so you can focus on clients.
Jump’s mobile app includes:
One-tap in-person meeting capture with transcription
Accurate, detailed meeting notes in your voice
CRM integrations to sync notes where you work
Phone and VoIP
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Pros & Cons
✓ Pros
- ✓Free plan available
✗ Cons
- ✗No Android app available
- ✗No web or desktop version
Key Features
[Product](https://jumpapp.com/)
[NotetakerMeeting notes, decisions, next steps.](https://jumpapp.com/)
[AgendasStructured agendas for every meeting.](https://jumpapp.com/)
[SignalsHighlights key opportunities and risks.](https://jumpapp.com/)
[PlaybooksRepeatable workflows for the team.](https://jumpapp.com/)
[ScorecardsTracks performance for coaching.](https://jumpapp.com/)
[Customer Stories](https://jumpapp.com/)
[Resources](https://jumpapp.com/)
[Company](https://jumpapp.com/)
[CareersJoin a team shaping the future of AI in financial advice.](https://jumpapp.com/)
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Use Cases
the standards your firm lives by enterprise-grade security, configurable complia
Who Is This For?
Enterprise
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Frequently Asked Questions
Jump AI is available as $12. Visit the tool's website for the latest pricing details and plan options.
Visit the Jump AI website to check whether a free tier or free trial is available.
Jump AI is available on Api, iOS. Check the official website for the latest platform support.
Many tools offer free trials to let you test before subscribing. Check the Jump AI website for current trial availability and duration.