Jump AI
AI assistant for financial advisors that automates meeting prep, note-taking, and client follow-ups
| What is it | AI assistant for financial advisors that automates meeting prep, note-taking, and client follow-ups |
|---|---|
| Pricing | Paid — from $85/mo |
| Free tier | No |
| Platform | Web Application |
| API | Yes |
| Best for | automating client meeting preparation and follow-up, transcribing and summarizing financial consultations |
| Domain registered | 2018 |
Data updated Aug. 1, 2026
What does Jump AI do?
Jump AI is a specialized artificial intelligence platform designed specifically for financial advisors. It automates the time-consuming administrative tasks that typically consume hours each week, including meeting preparation, note-taking during client consultations, and email follow-ups. The platform integrates with existing CRM systems and financial planning tools to create a seamless workflow that reduces manual work while maintaining accuracy and compliance.
What sets Jump AI apart is its deep understanding of the financial advisory industry's specific needs. The platform offers industry-leading compliance features that are fully configurable for different regulatory environments, whether serving IBDs, RIAs, or enterprise wealth teams. It provides AI-powered insights that help advisors anticipate client needs and deliver data-driven advice, while powerful integrations unify CRM, planning, and conversation data in one centralized location.
Financial advisors benefit most from Jump AI, with the platform reporting average weekly time savings of 10+ hours and a 50% reduction in manual follow-up tasks. It's particularly valuable for advisors looking to increase their capacity for client meetings while ensuring all compliance requirements are met automatically. The tool has been trusted by over 21,000 advisors and has received industry recognition for its impact on financial practices.
Key features
What makes it stand outWho is Jump AI for?
Who benefits most from this toolPricing
Ramping
- 1 Full seat
- Self-customization
- Meeting capture up to AI output limit
- AI meeting notes (subject to limit)
- AI tasks (subject to limit)
Core
- Full seat included
- Access to Lite seats
- Self-customization
- Unlimited teams
- Unlimited meeting captures
- Unlimited AI meeting notes
- Unlimited AI tasks
Scale
- Full seat included
- Access to Lite seats
- Customization support
- Unlimited teams
- Team analytics support
- Unlimited meeting captures
- Unlimited AI meeting notes
- Unlimited AI tasks
- Organization level configuration
- Child account controls
- Scorecards
Enterprise
- Full seat included
- Access to Lite seats
- Customization support
- Unlimited teams
- Team analytics support
- Unlimited meeting captures
- Unlimited AI meeting notes
- Unlimited AI tasks
- Organization level configuration
- Child account controls
- Scorecards
- Custom integrations
- Dedicated support
- White-glove onboarding
Trust & presence
Gallery
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