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Key Takeaways
- Jump is an advisor-specific AI meeting assistant that automates notes, tasks, CRM updates, and follow-up emails.
- Integrations with CRMs, planning tools, and meeting platforms make it easy to plug into existing tech stacks.
- Outputs are generally accurate, but advisors should expect to review and lightly edit emails and transcripts.
- Pricing is competitive but on the higher end, with usage caps on the entry-level tier.
Jump is a client communication and meeting assistant application designed for financial advisors. Core features include pre-meeting briefs, meeting transcripts, automatic task generation, and email assistance. Additional features include AI sentiment analysis (to uncover unspoken client needs) and LinkedIn content creation.
| Jump: Key Facts | |
|---|---|
| Integrations | Extensive (Advyzon, eMoney, Right Capital, Wealthbox, Zoom) |
| Compliance | SOC 2 Type II certified. Configurable permissions. |
| Platform | Cloud-based, mobile app (Android & iOS) |
| Pricing | $75-$120 per seat, per month, depending on usage and support levels |
What Jump Does
Jump is first and foremost a client meeting assistant that takes and captures notes from meetings, using those notes to drive additional workflows. It assists advisors with several pre-meeting tasks (client notes, a pre-meeting brief) and several post-meeting tasks (meeting transcripts, follow-up emails, CRM notes, tasks). A typical workflow might look like this: pre-meeting brief → meeting note capture → summary → CRM update + follow-up email + follow-up tasks. The software is cloud-based and cross-platform. There’s also a mobile app for Android and iOS.
Additional features include assistance with client onboarding, team data sharing, and an intelligent search to surface details you may have forgotten.
Tip
“It’s a huge timesaver for me, and overnight it eliminated my need to have an associate sitting in on all meetings to take notes.” – Danika Waddell, Partner, Xena Financial Planning
Pros and Cons
Cons
-
Meeting prep could be better
-
Occasional transcription errors
-
Usage caps for the lowest pricing tier
How Jump Fits Into a Financial Advisor’s Workflow
Jump saves financial advisors time before, during, and after client meetings. It does this by streamlining key parts of the meeting process. AI-generated briefs bring you up to speed. It handles note-taking during the meeting, allowing advisors to focus on their clients. Afterward, it generates transcripts, emails, and follow-up tasks. It even sends notes to the advisor’s CRM.
Compliance & Data Security
Jump boasts SOC 2 Type II-compliant infrastructure and data security, along with a range of product and data access controls. The SOC 2 is an audit report that demonstrates an organization’s adherence to high standards for security, availability, accuracy, confidentiality, and privacy. It was developed by the American Institute of Certified Public Accountants (AICPA). Type II reports require the evaluation of an organization over a specified period, typically six months to a year.
Important
Jump says it does not use meeting recordings, transcripts, or summaries to train its AI models. Advisors select what type of meeting data is retained (full audio and video, transcripts, summaries). It also offers advisors customizable data retention options, including manual deletion or automatic deletion.
Integrations
Jump links directly to CRMs, financial planning tools, voice and video conferencing software, email, calendars, and office suites.
CRM
- AdvisorEngine
- Advyzon
- Dynamics Sales 365
- HubSpot
- Practifi
- Quivr
- Redtail
- Salesforce
- SmartOffice
- Wealthbox
- XLR8
Financial Planning
Meetings
- Dialpad
- Google Meet
- GoTo Meeting
- Intulse
- Microsoft Teams
- RingCentral
- Webex
- Zoom
Calendar
- Google Calendar
- Microsoft Calendar
- Microsoft Exchange
Content Creation
Tip
“The meeting notes are very good. Occasionally, I have to make a minor adjustment, but mostly they are very accurate. The tasks are typically spot on. There are times I may adjust the due date, but I rarely have to change anything else. The follow-up email is good, but I usually do edit it somewhat to be more in ‘my voice.’” – Danika Waddell, Partner, Xena Financial Planning
Cost
Jump is available in four pricing tiers, ranging from “Ramping” for new solo advisors to Enterprise, with custom pricing. Each successive tier offers additional customization features and services. The entry-level “Ramping” tier has usage caps for AI processes. All are priced per seat, per month. Note that Jump’s cost is on the higher end of the range when compared with competitors.
| Pricing Tiers | |||
|---|---|---|---|
| Ramping (for new solos) | Core (for solos and teams) | Scale (for growing teams) | Enterprise (for large organizations) |
| $75 monthly per seat | $100 monthly per seat | $120 monthly per seat | Contact for details |
| AI meeting capture, meeting notes, tasks (with usage caps) | Ramping plus no usage caps, “Lite” seats | Core plus additional analytics, more configuration options | Scale plus custom integrations, dedicated support, onboarding |
Customer Experience
Jump offers email-based customer support, available 6 a.m. to 5 p.m. Pacific time; meaning east coast users may need to wait until 9 a.m. for help. The support page promises an email response within one business day. Jump also provides a comprehensive collection of how-tos and tutorials covering everything from setup to best practices. New users are encouraged to participate in scheduled, live onboarding webinars. Webinar recordings are available whenever viewing is convenient.
Tip
“It didn’t take long at all [to set up and get started]. It integrates very easily with Wealthbox. Another advisor shared some customizations they had made to how the meeting notes were processed.” – Danika Waddell, Partner, Xena Financial Planning
The Competition
Jump is not your only choice for an AI-powered note-taking assistant.
You can choose an assistant specifically designed for financial advisors, like Jump. Or you might choose a general-purpose meeting assistant. For example, the video chat service Zoom offers robust AI transcription and summarization capabilities. Otter is another meeting transcription service with significant uptake among advisors. Meanwhile, general-purpose note-taker Fireflies.ai has entered the financial advisors market with a version of its software with designed-for-advisor features, integrations, and toolsets.
Over the past three or four years, several advisor-focused meeting assistants have arrived on the market. These products offer note-taking, transcription, and summarization like the general-purpose note-takers do, but they also tackle additional administrative tasks before and after the meeting. Integration with the advisor’s existing tech stack is another differentiator for these products. Among these, a few have emerged as competitors to Jump, which is the market leader in this category, according to industry expert Michael Kitces. These include:
- GReminders: A free basic offering, with a monthly rate of $39 for up to three users.
- Zocks: Pricing starts at $67 per month per seat, up to $184 per month per seat.
- FinMate: Just two tiers: $39 per month, per seat, and an Enterprise edition with custom pricing.
Tip
[Why did you choose Jump?] “I really wanted to make meeting follow-up easier with clients and had heard many great things about Jump. It’s a huge timesaver.” – Danika Waddell, Partner, Xena Financial Planning
The Bottom Line
Jump has emerged as a leader in the crowded AI note-taker space, offering advisors both savings in administrative overhead and new ways to understand and act on client needs and goals. With its many integrations, it fits into most firms’ workflows. Pricing is competitive with similar services, although it is at the higher end of the range.
