Jump AI Notetaker 4+

AI for wealth managers

Accio, Inc.

Designed for iPhone

    • Free

iPhone Screenshots

Description

Jump is an AI-powered assistant that redefines how wealth advisors manage their client interactions and compliance tasks. Created to turn conversations into actionable tasks, comprehensive notes, and compliance records, Jump offers a cutting-edge solution for advisors seeking efficiency and accuracy in their daily operations.
Jump’s ultra-powerful customization features allow it to take notes in exactly the voice and style you would. Jump will even detect the type of meeting you’re having and change its note-taking style to match. You can record voice memos after meetings and get your voice memo transcribed and summarized.
With the Jump iOS app, you can:
Record in-person meetings with one tap
Upload and process meetings to get notes summarized in your style
Review upcoming meetings and past meeting notes

What’s New

Version 1.2.2

- Fixed a bug that might cause the app the crash while recording
- Improved error messages
- Added logging so we can help debug with customers that experience issues

App Privacy

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

Privacy practices may vary, for example, based on the features you use or your age. Learn More

You Might Also Like

CapSouth Wealth Management
Finance
Csenge Wealth
Finance
ECA Marketing
Finance
3FR
Finance
Advyzon
Finance
PariPassu: Invest with Top VCs
Finance