Sponsor Name
Jump
Sponsor Description
Jump is the AI solution redefining how financial advisors and other finserv professionals work. Jump automates meeting prep, notes, compliance documentation, CRM updates, client recaps, and follow-up tasks – turning hours of admin into minutes. Beyond automation, Jump delivers real intelligence and insights that help advisors deepen client relationships and make better decisions. Deeply integrated, fully customizable, and designed with compliance and AI safety at the core, Jump empowers firms to scale smarter and elevate the advisor-client experience in the age of AI. Learn more at jump.ai.
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