Jump
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What is Jump?
Jump is an AI-driven platform designed specifically for financial advisors to streamline meeting notes, tasks, and compliance records efficiently. It allows wealth advisors to focus on client interaction rather than administrative work by automating note-taking and task assignments, thus enhancing productivity and client service.
How to use Jump?
To use Jump, integrate it with your meeting software (Zoom, Teams, or Google Meet) and allow it to capture and transcribe meeting notes automatically, making use of its CRM integration for optimized task and note management.
Jump's Core Features
AI meeting assistant for financial advisors
Customizable meeting notes
Automated task assignment
One-click CRM updates
Mobile app for on-the-go note taking
Jump's Use Cases
Transforming client meetings into organized notes and tasks
Improving compliance with automated note-taking
Jump Support Email & Customer service contact & Refund contact etc.
Here is the Jump support email for customer service: [email protected] . More Contact, visit the contact us page(mailto:[email protected])
Jump Company
Jump Company name: Jump .
Jump Company address: .
More about Jump, Please visit the about us page(https://jumpapp.com/company).
Jump Login
Jump Login Link: https://my.jumpapp.com/login
Jump Sign up
Jump Sign up Link:
Jump Pricing
Jump Pricing Link: https://jumpapp.com/pricing
