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Jump | AI for Financial Advisors

Business Management Document Processing General Productivity Legal & Finance Office Assistants Task & Project Mgt Voice & Speech

Jump | AI for Financial Advisors

AI meeting assistant for financial advisors, automating tasks, notes, and compliance.

Tags:Business Management Document Processing General Productivity Legal & Finance Office Assistants Task & Project Mgt Voice & SpeechAI Assistant AI Email Assistant AI For Finance AI Meeting Assistant AI Note Taker AI Productivity Tools AI Speech-to-Text AI Task Management AI Workflow

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What is Jump | AI for Financial Advisors?

Jump is an AI meeting assistant designed exclusively for financial advisors. It turns conversations into tasks, notes, and compliance records using secure AI. Jump deeply integrates with CRMs like Salesforce, Redtail, and Wealthbox, cutting meeting admin work by 90

. It offers customizable meeting notes, one-click CRM updates, pre-meeting prep one-pagers, follow-up emails, and smart, syncable tasks. Jump also features a mobile app for capturing in-person meetings and allows users to ask questions about past meetings.

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