Jump

Eric Hilton

Jump enables advisors to concentrate on their core competencies—advising and building relationships with clients—by using AI to automate repetitive administrative tasks like notetaking, sifting through data from previous client calls and notes to prepare for meetings, writing follow-up emails, generating task lists, and syncing relevant data to CRM (including deep integrations with Wealthbox, Redtail, Zoom, and Salesforce).