Come learn why thousands of advisors are using Jump’s AI to become more efficient and deliver more personalized service for clients. Jump is an AI meeting assistant designed specifically for Financial Advisors. Jump helps advisors prepare for meetings, create detailed meeting summaries and notes, draft follow-up emails, and identify action items.
- Learn how AI can help advisors deliver more personalized service
- Explore how AI can help advisors scale their business
- Hear how advisors are thinking about AI and compliance
1 CFP CE pending approval