Overview and product tour of Jump's AI Meeting Assistant for Financial Advisors. Advisor friendly AI generated meeting notes, smart task list, financial planning and compliance data, and client recap emails. CRM integrations with Redtail, Wealthbox, Salesforce. Meeting integrations with Zoom, Google Meet, Teams. Calendar integrations with Outlook and Google. Push notes and tasks to CRM with one click.

Jump was created to help financial advisors cut meeting-related admin time by 90% so they can serve more clients or go home earlier, while elevating client experience and advisor work experience.

Jump is made only for financial advisors and is 100% customizable to match the advisor's style.

To learn more, visit Jump's website: [ Ссылка ].

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