Jump AI

Jump Advisor AI

About this app

Jump is an AI-powered assistant that redefines how wealth advisors manage their client interactions and compliance tasks. Created to turn conversations into actionable tasks, comprehensive notes, and compliance records, Jump offers a cutting-edge solution for advisors seeking efficiency and accuracy in their daily operations.

Jump’s ultra-powerful customization features allow it to take notes in exactly the voice and style you would. Jump will even detect the type of meeting you’re having and change its note-taking style to match. You can record voice memos after meetings and get your voice memo transcribed and summarized.

With the Jump Android app, you can:
- Record in-person meetings with one tap
- Upload and process meetings to get notes summarized in your style
- Review upcoming meetings and past meeting notes

Ratings and reviews

this is truly an amazing and intuitive AI meeting app. it's like I hired an assistant for my meetings, so I can give all my attention to whoever is across the table from me.

What’s new

AI Associate: New in-app chat.
Meeting Details: Rebuilt with better access to notes, prep, summaries, tasks, CRM sync.
Follow-up tasks: Editable with improved UX.
Capture: More reliable capture, no-audio detection, clearer permissions.
CRM & automation: Revamp including draft emails, marketing posts, Salesforce task updates.
Home: Today's Meetings renamed, plus Booking Windows available if configured.
Sign in with SSO: Okta and Microsoft Entra ID login available.