Jump Integration

Jump Integration

Jump is an AI note-taker for Financial Advisors that records every client conversation, turns it into clean notes, tasks, and compliance-ready records, and pushes them straight into AdvisorEngine CRM. You can save time (about 20 minutes per meeting on average), eliminate manual data entry, and create instant follow-ups so nothing slips through the cracks.

What you can do with Jump AI

  • Push Meeting Notes from Jump to AdvisorEngine after a meeting. You can review and edit the note, choose the correct contact, and sync it as an AdvisorEngine Note.
  • Push Tasks created by Jump's AI as AdvisorEngine Workflows with the appropriate status.
  • Pull Client Details for Pre-Meeting Prep so you walk into every meeting fully prepared.

If you do not have a Jump account, you can learn more and sign up for a free trial at jumpapp.com.

If you have Jump and are interested in integrating it with AdvisorEngine CRM, the integration is enabled from within Jump itself. See AdvisorEngine Integration in the Jump help center for details on how to enable and use the integration from Jump.

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