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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Jump

Profile

Jump is the AI Meeting Assistant for advisors. Advisors spend hours every week on meeting related admin. Jump cuts that by 90% while improving client and advisor experience by using the latest advisor specific safe AI to prep for meetings, write meeting notes, update CRM, generate recap emails, and more -all matching the advisor's workflow and style. Jump features 100% customizable AI outputs, is safe and compliant, and integrates seamlessly with your advisor tech. One advisors recently said "I feel like I just discovered fire" after using Jump. Another said "What used to take 35 min now takes 5."