Allows me to spend more time focusing on client conversations without having to write things down or takes notes or ask them to repeate themselves.

I primarily use Jump for notetaking in client meetings, and it has really improved our productivity by about 2-3 hours per week per advisor. I like that we can customize the notetaking to match the structure we prefer, which means we only need to edit briefly after meetings. I also appreciate the customer service; they are generally very quick to respond to any questions or requests for help. The initial setup wasn't too difficult, and the integrations have been pretty easy to figure out.

it takes thorough notes, creates excellent follow-up emails, and syncs very well with my CRM (RedTail)