Jump

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137 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.7
Serving customers since
2023

Profile Name

Star Rating

117
16
3
0
1

Jump Reviews

Review Filters
Profile Name
Star Rating
117
16
3
0
1
Bernard C.
BC
Bernard C.
Small-Business (50 or fewer emp.)
09/24/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Seamless Transcriptions and Easy Integrations

|Jump
I love that Jump is a really big time saver for me. I can record transcriptions from meetings and phone calls and get them quickly and easily into our CRM, meaning I don't have to type notes manually. Its interface is easy to use; with just a click of a button, I'm off and running. I love it, and the ease of use is tremendous. Integrating Jump into Zoom meetings works great, and I love how smoothly it functions. Even the initial setup was quite easy, and I'm not terribly tech savvy, so it was pretty smooth.
Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
09/23/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Jump Delivers Excellent Meeting Notes and a Truly Collaborative Support Team

|Jump
What I like best about Jump is that it not only reduces the administrative burden of meetings through high-quality notes, action items, and meeting summaries, but also that the Jump team is highly engaged with customer feedback. They have been willing to partner with us, listen to our unique business needs, and work collaboratively on enhancements that better align the platform with our advisory and operational workflows. This collaborative approach has made adoption much easier and has helped ensure the product evolves in a way that supports our business.
Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
09/22/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
Translated Using AI

Jump Keeps Me Present in Meetings and Speeds Up Follow-Ups

|Jump
Allows me to focus and be more present during client meetings as opposed to trying to take down every note. Jump also saves me 15-30 minutes in meeting follow ups by having the notes and follow up email in a very good spot.

About

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HQ Location:
Salt Lake City, Utah, United States

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What is Jump?

Trusted by enterprise and loved by advisors, Jump is the leading AI operating system for wealth managers and financial advisors. Advisors who use Jump are saving double-digit hours every week, uncovering revenue they didn't know existed, and running firms that scale without the usual friction.

Details

Year Founded
2023
Website
jump.ai