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United States
8
NDA
FinTech
TypeScript/Swift
Jump built an advisor-focused AI assistant that eliminated repetitive meeting admin across the client lifecycle: it ingested audio/video and calendar signals, transcribed and summarized conversations, extracted tasks and compliance metadata, and pushed structured updates to CRMs and enterprise systems. The team productized dozens of advisor workflows (pre-meet briefs, smart task creation, follow-up drafts, meeting capture modes) and offered enterprise programs and SLAs so broker-dealers, RIAs and wealth networks could roll the assistant out firm-wide. Jump marketed outcomes in time-savings and compliance reduction and announced partnerships and reseller relationships to accelerate adoption.
Scaling enterprise rollout
Rolling the product out across broker networks and advisor teams required provisioning, admin controls, partnership programs and enterprise SLAs to meet institutional expectations.
Compliance & auditability demands
Generating retention-safe artifacts and configurable compliance controls to satisfy broker-dealer and RIA review processes required auditable pipelines and policy controls.
Meeting capture variance
Supporting many capture sources (VoIP, Zoom, phone, in-person mobile) with consistent transcription quality and privacy modes required robust ingestion and edge-fallback logic.
We fine-tuned summarization models and built hybrid pipelines so meeting notes were concise, accurate and domain-appropriate for advisors. We created a secure integration hub and idempotent CRM connectors that eliminated manual record updates and synchronized tasks reliably. We implemented compliance orchestration, retention policies and audit exports to satisfy broker-dealer review processes. Finally, we packaged provisioning, SSO and rollout playbooks so enterprise partners could deploy Jump across advisor networks quickly and with predictable SLAs.
1. Automated Meeting Capture & Summaries
Jump captured and transcribed meetings (Zoom/VoIP/phone/in-person via mobile/browser) and produced concise summaries and talking points for advisors.
2. Smart Tasks & CRM Sync
The product auto-extracted action items and synced notes, tasks and client updates back into advisor CRMs (Wealthbox, Redtail and others), reducing manual data entry.
3. Pre-meeting Briefs & Follow-ups
Jump generated pre-meeting briefings and draft follow-up emails so advisors prepared faster and standardized client communications.
4. Compliance & Audit Trails
The platform produced configurable compliance artifacts, retention controls and audit logs to support broker-dealer and RIA review workflows.
5. Integrations & Enterprise Enablement
Jump exposed integrations for conferencing, calendar, CRM and enterprise partner rollouts (Cetera, Osaic partnerships were announced) to scale across firms.
The solution improved user engagement, and a pilot adoption rate exceeding expectations.
Advisors cut meeting admin time substantially because Jump automated prep, capture and CRM updates, which increased client-facing time and advisor capacity. Summaries and task extraction reduced follow-up leakage and improved client service consistency. Compliance artifacts and audit logs lowered review friction for broker-dealers and sped internal audits. Enterprise partnerships and integrations accelerated adoption across networks, helping Jump scale revenue and reach among RIAs and enterprise firms.
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