90% less meeting admin. 100% more insight. Jump is the #1 AI operating system for advisors, from independent to enterprise. Jump turns meetings, emails, and documents into notes, automated workflows, and compliance records, so you can process a meeting in 5 minutes, not 60.
Jump's mobile app includes:
• One-tap in-person meeting capture and note taking
• Accurate, detailed meeting notes in your voice
• Pre-meeting prep access, so you’re always ready for your next meeting
• AI Associate. Ask questions and take action across your entire tech stack: update CRM records, draft and send emails, schedule follow-ups, and create new contacts. Every action requires your approval, governed by your firm's compliance settings, so you stay in control.
• Contacts view synced with your CRM
• Integrations with CRMs, planning software, and more – to sync notes and tasks where you work…
From the developer’s store description.
Appworthy
