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Frequently Asked Questions

• Is this just another notetaker?

  No. This is not just another another tool that simply summarizes meetings. We craft our product to your firm’s practices, so that it takes notes in your voice, in your style, in just the right amount of detail. It goes further—with automated pre-meeting prep, smart notes and recaps, follow-up emails and auto-assigned tasks, plus insights and scorecards to fuel growth.

• What are your security practices?

  We use end-to-end encryption for all data, including data at rest, and adhere to SOC 2 standards to ensure rigorous security and privacy controls. We conduct regular security audits and keep our software up-to-date to address emerging threats. We’re happy to work closely with your compliance and security teams to ensure our software meets all required and best practices at your firm.

• Does this make me more or less compliant?

  Jump’s goal is to ensure your firm not just maintains, but improves existing compliance practices. Our notetaker can help flag required disclosures, advisor or client statements (not just using words, but actual intent and meaning), and add custom language to notes.

• How does it know where to put notes in my CRM?

  In onboarding, we’ll help you set up all of the automations your firm needs. That includes pointing specific types of meetings and notes to specific fields. All of our notes are editable and reviewable before they go into the CRM.

• How does it know who to assign tasks to?

  Just like with the CRM setup, we’ll help your firm to establish task automation so the system knows what tasks should go where. We believe that the system is only helpful if it’s intimately knowledgeable about your firm and its workflows, so we take the time to get it right.

• How meeting capture work?

  When you sign up for Jump, you will connect your meeting software (Zoom, Teams, or Google Meet), and we’ll start sending a “notetaker” participant to the meeting. Clients are given full disclosure about the meeting notetaker, and you can decline the notetaker if there’s a meeting you don’t want to capture. Recording is not required.