Jump
137 reviews
- 1 profiles
- 1 categories
Average star rating
4.7
Serving customers since
2023
Jump Reviews
DR
Dale R.
Wealth ManagerSmall-Business (50 or fewer emp.)Glitchy Performance and Client Name Errors Hold Back Meeting Note Time Savings
Time savings on meeting notes and the ability to capture the full meeting, rather than relying on handwritten notes or trying to remember everything discussed. This would allow for more complete and consistent documentation while giving us more time to focus on the client during the meeting.
PS
Paul S.
CFO, Financial AdvisorSmall-Business (50 or fewer emp.)MG
Melina G.
Operations ManagerSmall-Business (50 or fewer emp.)Clear, Accurate Meeting Details That Make Admin Follow-Up Easy
The meeting details are captured clearly. This makes it easier for the admin to understand what needs to be done for the client.
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