Jump helps cut admin and uncover growth opportunities
Efficiency & Compliance
Easy, secure client management
With Jump, you’re always up-to-date with clients — and compliance.
Client Onboarding
Say goodbye to the familiar back-and-forth phone and email tag with new clients. Jump manages the intake process and populates your CRM.
How It Works
Jump gives you a flexible form builder mapped to your CRM fields, a secure client-facing link, and a dashboard to monitor completion. As if that wasn’t enough, Jump briefs you with talking points based on client info prior to the first meeting — so you can prep in minutes and show up looking like it took you hours.
Ask Anything
Going into a meeting and can’t remember a particular client detail? That’s just one of many uses of Ask Anything. In an instant, using natural language, check info or jog your memory — and every answer cites the original source.
How It Works
Ask Anything is a smart, natural-language search. Type in your question and get instant answers, with context and citations linking back to the original transcript and speaker. Ask about topics, dates, decisions, follow-ups. It’s secure and permission-aware, so only people with access to meeting info can get answers.
Team Share
Let your data do more for you, securely. Team Share allows you to allow authorized employees or partners to access client meeting info — based on robust, easy-to-use role and permission settings.
How It Works
Turn any meeting in Jump into a secure, collaborative workspace where teams can tackle follow-up tasks together. Share notes automatically or manually with admins on your team or other users on your account. Assign or transfer ownership of a meeting and allow others to reprocess the meeting or sync your notes to a CRM.
Productivity
90% of meeting admin automated
Try Jump once, and you’ll realize you were meant to work this way.
Contacts
Jump gives you a central source of truth for everyone you serve — with meetings, notes, tasks, and history in one view. This gives you the ability to search your contacts for info, request on-demand meeting prep, or track meeting attendees.
How It Works
See all your contact info in one place, with list and detail views, synced with your CRM. Bulk auto-import contacts from your CRM to make getting started easy. Search contact lists of any size, and view historical meetings for each contact, manually generate a Pre-Meeting Brief, get auto-linking of attendees and contacts based on email matching, or link new new contacts to past meetings.
Contacts
Jump gives you a central source of truth for everyone you serve — with meetings, notes, tasks, and history in one view. This gives you the ability to search your contacts for info, request on-demand meeting prep, or track meeting attendees.
How It Works
See all your contact info in one place, with list and detail views, synced with your CRM. Bulk auto-import contacts from your CRM to make getting started easy. Search contact lists of any size, and view historical meetings for each contact, manually generate a Pre-Meeting Brief, get auto-linking of attendees and contacts based on email matching, or link new new contacts to past meetings.
Contacts
Jump gives you a central source of truth for everyone you serve — with meetings, notes, tasks, and history in one view. This gives you the ability to search your contacts for info, request on-demand meeting prep, or track meeting attendees.
How It Works
See all your contact info in one place, with list and detail views, synced with your CRM. Bulk auto-import contacts from your CRM to make getting started easy. Search contact lists of any size, and view historical meetings for each contact, manually generate a Pre-Meeting Brief, get auto-linking of attendees and contacts based on email matching, or link new new contacts to past meetings.
Intelligence
Built-in intelligence for growth
Jump analyzes your data to uncover hidden opportunities.
Insights
Jump helps you do more of what works best. With AI-driven sentiment analysis and semantic parsing, it analyzes your meetings to uncover insights that help you see what works best to strengthen relationships and inspire clients to action.
How It Works
Insights are available at the Core, Scale, and Enterprise pricing plans. Each level comes with a certain amount of out-of-the-box Insights, with the option to query your meeting data to create Custom Insights. Insights can answer questions about what strategies help growth, such as how to structure successful meetings, types of questions to ask, how much an advisor should talk during meetings, and more.
Insights
Jump helps you do more of what works best. With AI-driven sentiment analysis and semantic parsing, it analyzes your meetings to uncover insights that help you see what works best to strengthen relationships and inspire clients to action.
How It Works
Insights are available at the Core, Scale, and Enterprise pricing plans. Each level comes with a certain amount of out-of-the-box Insights, with the option to query your meeting data to create Custom Insights. Insights can answer questions about what strategies help growth, such as how to structure successful meetings, types of questions to ask, how much an advisor should talk during meetings, and more.
Insights
Jump helps you do more of what works best. With AI-driven sentiment analysis and semantic parsing, it analyzes your meetings to uncover insights that help you see what works best to strengthen relationships and inspire clients to action.
How It Works
Insights are available at the Core, Scale, and Enterprise pricing plans. Each level comes with a certain amount of out-of-the-box Insights, with the option to query your meeting data to create Custom Insights. Insights can answer questions about what strategies help growth, such as how to structure successful meetings, types of questions to ask, how much an advisor should talk during meetings, and more.