JU
Jump
Jump is an AI meeting assistant designed exclusively for financial advisors. It turns conversations into tasks, notes, and compliance records using se
Updated: 2026-08-20
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jumpapp.com
JU
Jump
Jump is an AI meeting assistant designed exclusively for financial advisors. It turns conversations into tasks, notes, and compliance records using se
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What is Jump?
Jump is an AI meeting assistant designed exclusively for financial advisors. It turns conversations into tasks, notes, and compliance records using secure AI. Jump deeply integrates with CRMs like Salesforce, Redtail, and Wealthbox, cutting meeting admin work by 90%. It offers customizable meeting notes, one-click CRM updates, pre-meeting prep one-pagers, follow-up emails, and smart, syncable tasks. Jump also features a mobile app for capturing in-person meetings and allows users to ask question
4.5
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Paid
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Compare with Alternatives
| Feature | Jump | Glassix | Hyresynth | Sphinx Mind |
|---|---|---|---|---|
| Rating | — | — | — | — |
| Pricing | Paid | Paid | Paid | Paid |
| Starting From | — | — | — | — |
| API | — | — | — | — |
| Free Tier | — | — | — | — |
| Mobile App | — | — | — | — |
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