Jump

Overview

Jump sells an artificial intelligence assistant built for financial advisers and the operations staff around them, covering the whole arc of a client meeting rather than the transcript alone. Before a meeting it assembles a preparation summary from client records, recent interactions and custodian or portfolio data. During the meeting it captures audio across video conferencing, telephone and in person settings, with the firm choosing whether that capture is transcript only, summary only or full audio and video, so the setting can be matched to the supervision and record keeping policy the firm already operates. Afterwards it produces structured notes written to the adviser's own style and the firm's own template, extracts tasks and financial data points, drafts client recap emails and proposes record updates already mapped to the right contact in the right system. Those outputs are then synchronized outward through more than forty two way integrations spanning client relationship systems, financial planning tools, portfolio and reporting platforms, custodians, telephony and calendars, with the ability to write to custom fields and custom objects rather than notes and tasks alone. A separate insights capability reads sentiment and recurring topics across a book of clients, flagging shifts in client tone that may signal relationship risk. The company states that more than 35,000 advisers use the platform. Independent industry research published by a widely followed adviser technology researcher identifies it as the clear leader of the meeting support category, at an adoption rate approaching one in ten of all financial advisers surveyed, with the nearest competitor a distant second, and the same category grew from a single tracked product to fourteen in one year of an independent software survey, reaching aggregate penetration of roughly 43 percent of advisory firms. Following a capital raise reported at 20 million dollars the company acquired Mobile Assistant, a long established dictation and transcription service for advisers, together with its user base. It is based in Salt Lake City, Utah, and has raised a Series B round with Sorenson Capital among its investors.

Details

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