kitio.aiAdded Nov 5, 2026
Jump
Free trial · $100/moAI assistant and meeting notetaker built for financial advisors
What is Jump?
Jump is an AI platform for financial advisors that takes meeting notes, prepares briefs, drafts follow-ups and syncs the results into the CRM. It is used by independent advisors, large broker-dealers, insurance teams, accountants and banks, with compliance records kept for audits.
Before a meeting it builds an agenda and a client brief, during the call it records notes, decisions and next steps, and afterwards it writes follow-up emails and pushes structured data to the CRM and planning tools. An AI Associate answers questions and takes actions across more than 30 connected systems, and an email assistant helps draft and rewrite messages.
The Onboard add-on runs AI intake forms, parses uploaded documents and fills out account applications live. The Grow tier tracks topics and trends across meetings, flags opportunities and risks, and supports coaching with scorecards and playbooks. Enterprise plans add API access, SSO, SCIM and a compliance dashboard.
Features
- AI meeting notetaker
- Pre-meeting briefs
- CRM data sync
- AI intake forms
- Document intelligence
- Meeting analytics
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Organization
Jump
🇺🇸 United States
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Free trial
- Paid options from
- $100/mo
- Billing frequency
- Monthly
Jump plans
Onboard add-on
$50/mo
- Per advisor
- AI-assisted account opening
- Document intake
- Sync forms to CRM
Meet
$100/mo
- Per advisor
- AI notetaker, unlimited meetings
- Pre-meeting prep
- Follow-up tasks and emails
Enterprise
Contact sales
- API access
- SSO and SCIM
- Compliance dashboard
Prices in USD, checked Nov 5, 2026. Plans change often, so confirm on the Jump site.Official pricing
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Pros and cons
Pros
- Built around advisor compliance needs
- Syncs notes into CRM fields
- Covers meetings, onboarding and growth
Cons
- Priced per advisor
- Onboarding tools cost extra
- Focused on financial services
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Q&A
What is Jump?
Jump is an AI platform for financial advisors that takes meeting notes, prepares briefs, drafts follow-ups and syncs the results into the CRM. It is used by independent advisors, large broker-dealers, insurance teams, accountants and banks, with compliance records kept for audits.
Does Jump connect to my CRM?
Yes. After each meeting it sends structured data to your CRM and financial planning tools, and it has more than 30 integrations overall.
Can Jump help with new client paperwork?
The Onboard add-on handles AI intake forms, document parsing and live prefilling of account applications.
How much does Jump cost?
Jump is free trial, with paid plans from $100/mo.
Is there a free version of Jump?
No, but you can try it free before paying.
What are the main features of Jump?
AI meeting notetaker, Pre-meeting briefs, CRM data sync, AI intake forms, Document intelligence, Meeting analytics.
Who makes Jump?
Jump is made by Jump.
What are the best alternatives to Jump?
Popular alternatives include Bloks, Zocks, Xylo.