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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida



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."