Jump

About this AI Agent

Jump is an AI assistant designed specifically for financial advisors to automate post-meeting tasks. It generates detailed meeting notes, identifies actionable tasks, drafts follow-up emails, and updates CRM systems with a single click. By integrating with platforms like Zoom, Microsoft Teams, Google Meet, Salesforce, and Wealthbox, Jump reduces the time advisors spend on administrative work, allowing them to focus more on client relationships.

Agent Features

• Automated meeting notes
• One-click CRM updates
• Pre-meeting preparation summaries
• Customizable follow-up emails
• Smart task management

Agent Use Cases

• Reducing administrative workload
• Improving meeting preparation
• Streamlining post-meeting workflows
• Enhancing client engagement
• Ensuring compliance documentation