Jump
137 reviews
- 1 profiles
- 1 categories
Average star rating
4.7
Serving customers since
2023
Jump Reviews
AF
Verified User in Financial Services
Small-Business (50 or fewer emp.)Easy Meeting Reviews and Client Emails in RedTail
how I can go back to review the meetings and the ease of uploading items into RedTail
The emails that I can send to my clients
RB
Rob B.
Sales Management and Financial Planning CoachSmall-Business (50 or fewer emp.)Frees Up Advisor Time and Captures Meetings Accurately
Frees time from intensive notetaking and recording to spending more time on being an advisor. It also minimized inaccuracies and missed items in meetings.
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)Huge Time Saver That Keeps Client Meetings on Track
Huge time saver and we don't miss a thing during client meetings.
About
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