Jump
103 reviews
- 1 profiles
- 1 categories
Average star rating
4.7
Serving customers since
2023
Jump Reviews
UF
Verified User in Financial Services
Keeps Client Plans on Track with Easy Searchable Meeting Notes
Jump allows me to concentrate more on the client experience and not worry about missing a note or something important in the client’s plan. I also really appreciate being able to search through prior meetings to quickly find the information I need.
JM
Jordan M.
Remembers Client Details Effortlessly
It remembers small details like what the client likes to do or names of pets and things like that.
UF
Verified User in Financial Services
Versatile for Live and Recorded Meetings, but Pricey and Harder to Use
The fact that I can use it with multiple meeting types. I use it for live zoom meetings but also am able to download recordings of meetings and put them into zoom as well.
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