90% less meeting admin. 100% more insight.
Meet Jump, the #1 AI assistant for financial advisors, from independent to enterprise. Jump captures meetings, writes accurate notes in your voice, and turns conversations into tasks, email drafts, CRM updates, planning updates, and more so you can focus on clients.

Jump’s mobile app includes:
One-tap in-person meeting capture with transcription
Accurate, detailed meeting notes in your voice
CRM integrations to sync notes where you work
Phone and VoIP capture via supported integrations
Summary-Only Mode to transcribe and summarize without saving audio