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

We're so excited for what's ahead! 🚀

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

Brennan Schlagbaum, CPA Jump is a game changer for meeting note taker and follow up

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

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 is excited to be here at #T32025. Come say hi 👋 to the team at Booth #209.

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

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