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Jump

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

Profile Name

Star Rating

87
14
1
0
1

Jump Reviews

Review Filters
Profile Name
Star Rating
87
14
1
0
1
Verified User in Financial Services
UF
Verified User in Financial Services
07/01/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review
Verified User
G
Verified User
06/29/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Effortless AI Note-Taking for Client Meetings

|Jump
I use Jump for AI note taking during client meetings. Before Jump, I was so focused on meeting and interacting with clients that note taking would fall through the cracks. I'd tell myself I'd deal with it after the meeting, but then I'd leave and forget to ever do it. I tried other solutions like CopyTalk and dictation services, and none of them ever seemed to work. When Jump came along, it was just a natural fit because I'd leave the meeting and the transcribed notes would be instantly available. I like that it's very easy to use, and now it integrates with our most valuable tools. Since it's easy to use, I can just have it running on one of our phones or on my iPad during client meetings, so I'm not distracted taking notes and I can be more focused on actually listening to the client and providing better advice. Now that it integrates with our CRM, it's really helping us take action on follow-up tasks. It also plugs into RingCentral, our phone service. The initial setup was very easy. I'd give it a 10 out of 10 to recommend to a friend or colleague.
Joshua D.
JD
Joshua D.
Financial Advisor at Prudential
06/27/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Great Meeting Prep and Follow-Up Summaries That Keep Everyone on Track

|Jump
I like the format/ pre appointment prep/ pre email/ post meeting summary/ to dos/ post meeting email

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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