Jump (@jumpadvisorai) 's Twitter Profile
Jump

@jumpadvisorai

Trusted by enterprise & loved by financial advisors, Jump is the leading AI tool for wealth managers, automating notetaking, compliance, CRM updates & more.

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linkhttps://jumpapp.com/ calendar_today19-01-2024 22:30:19

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Doing lots of in-person meetings but want to use Jump? Check out our slick new iOS app to record, transcribe, and do all your compliant note-taking! buff.ly/47PEmEG

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The financial advisory industry is shifting. With $84 trillion in wealth set to transfer over the next two decades, advisors must adapt to a tech-savvy client base. Yet, many are bogged down by manual tasks, spending up to 50% of their time on meeting documentation, compliance

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We're thrilled to share Citi Ventures' investment thesis on Jump, authored by Luis Valdich, Jelena Zec, and Jack Benedict: “Investing in Jump to Power the Future of Financial Advice.” citi.com/ventures/persp… In this article, they highlight how Jump's AI-powered meeting

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Need access to a meeting you missed? Jump’s got you covered! If another Jump user in your firm hosted the meeting, you can now request access to their meeting notes with just a click. The meeting owner can approve or deny—keeping collaboration smooth and secure.

Need access to a meeting you missed? Jump’s got you covered!

If another Jump user in your firm hosted the meeting, you can now request access to their meeting notes with just a click. The meeting owner can approve or deny—keeping collaboration smooth and secure.
Jump (@jumpadvisorai) 's Twitter Profile Photo

Exciting news! 🎉 Jump is now approved for Osaic's network of approximately 11,000+ financial professionals, bringing advanced AI technology to streamline workflows, enhance compliance, and reduce administrative burdens. Osaic advisors using Jump are already saving 1–2

Exciting news! 🎉 Jump is now approved for <a href="/osaic_inc/">Osaic</a>'s network of approximately 11,000+ financial professionals, bringing advanced AI technology to streamline workflows, enhance compliance, and reduce administrative burdens.

Osaic advisors using Jump are already saving 1–2
Jump (@jumpadvisorai) 's Twitter Profile Photo

Future Proof Citywide brought the heat—literally and figuratively. ☀️💃🌴 From meaningful conversations to unexpected moments of Miami flair, it was a fun and energizing few days at Future Proof Citywide. The Jump team had amazing chats with advisors about using AI to save

Future Proof Citywide brought the heat—literally and figuratively. ☀️💃🌴

From meaningful conversations to unexpected moments of Miami flair, it was a fun and energizing few days at <a href="/FutureProof_HQ/">Future Proof</a> Citywide.

The Jump team had amazing chats with advisors about using AI to save