Jump AI
AI for wealth managers
Only for iPhone
Free
iPhone
90% less meeting admin. 100% more insight.
Meet Jump, the #1 AI assistant for financial advisors, from independent to enterprise. Jump captures meetings, writes accurate notes in your voice, and turns conversations into tasks, email drafts, CRM updates, planning updates, and more so you can focus on clients.
Jump’s mobile app includes:
One-tap in-person meeting capture with transcription
Accurate, detailed meeting notes in your voice
CRM integrations to sync notes where you work
Phone and VoIP capture via supported integrations
Summary-Only Mode to transcribe and summarize without saving audio
Ratings & Reviews
This app has not received enough ratings or reviews to display an overview.
Bug fixes
The developer, Accio, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- User Content
- Identifiers
- Usage Data
- Diagnostics
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Accio, Inc.
- Size
- 52.3 MB
- Category
- Finance
- Compatibility
Requires iOS 18.0 or later.
- iPhone
Requires iOS 18.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2024 Accio, Inc