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Paid tool

Jump AI

AI meeting assistant designed to automate notes and tasks for financial advisors.

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Intro

What is Jump AI?

Jump (commonly known as `jump ai` or `jumpai`) is an AI-powered meeting assistant built specifically for financial advisors. Accessible via browser portals like `jump网页版` or mobile platforms like `my jump app`, it allows wealth management professionals to turn client conversations into structured tasks, compliance records, and highly customized notes. By utilizing `jump insights` and dedicated CRM connections, advisors can manage their post-meeting workflows. The software is known for its specialized integration capabilities, including the `jump ai redtail integration` as well as direct sync options with Salesforce and Wealthbox, ensuring administrative data is updated efficiently.

Jump AI at a glance
Starts at $75/seat/month (billed annually)267K monthly visitsPaid access

Category

AI TranscriptionAI Email Assistant
Best For

Best Jump AI use cases by task, role, industry, and platform

These use cases show where Jump AI fits best, ranked by fit score before popularity or pricing.

Taking Meeting NotesTeams turn taking meeting notes requests, notes into drafts, summaries for daily work.95Meeting NotesCapture decisions, action items, discussion summaries, and follow-up owners from meeting notes.95Taking Meeting MinutesTaking meeting minutes helps teams organize meeting notes, document drafts, task lists, and review comments into practical review notes.90Meeting MinutesConvert discussions into decisions, motions, action items, and clear records for meeting minutes.90Task ManagementTask management organizes messages, documents into organized tasks, status summaries during administration, coordination.85Business ProductivityBusiness productivity organizes messages, documents into organized tasks, status summaries during administration, coordination.80Workflow ManagementWorkflow management helps teams polish meeting notes, document drafts, task lists, and review comments into practical review notes.80
Pricing

Jump AI Pricing Plans

Compare Jump AI free options, Jump AI paid pricing plans, and usage notes before you choose the best way to use this AI tool in 2026.

Starts at $75/seat/month (billed annually)

$75 per Full seat/month

Billed annually. Designed for new solo advisors without lots of meeting volume. Includes 1 Full seat, 60 AI outputs/month, self-customization, and meeting capture up to the output limit.

$100 per Full seat/month

Billed annually. For solo advisors and teams with consistent meeting volume. Includes unlimited Full seats, unlimited Lite seats ($25/mo each), unlimited AI outputs, and unlimited meeting captures.

$120 per Full seat/month

Billed annually. For growing teams seeking collaboration and insights. Includes customization support, unlimited teams, team analytics support, and organization-level configuration.

Contact Us

For large organizations. Includes unlimited Lite seats ($25/mo each), custom integrations, dedicated support, organization-level configuration, and white-glove onboarding.

Pricing updated:Jun 11, 2026

Features

Jump AI AI Features

Customizable AI meeting notes tailored to match specific advisor styles and formatting preferencesOne-click CRM updates with deep Salesforce, Redtail, and Wealthbox integrationsPre-meeting preparation one-pagers compiled from CRM data and past interactionsAutomated client follow-up emails generated shortly after meetings concludeSmart, syncable tasks defined with titles, descriptions, assignees, and due datesMobile app to capture in-person meetings on the go
Pros & Cons

Jump AI Pros and Cons

Pros

  • Specifically built for wealth management workflows rather than generic business meetings
  • Deeply integrates with popular financial advisor CRMs
  • Notes are highly customizable to mimic the advisor's voice and style
  • Automates pre-meeting prep and follow-up email drafts

Limitations

  • Highly specialized for financial services, making it less relevant for other industries
  • The Ramping plan has a usage limit of 60 AI outputs per month

Jump AI FAQ

During onboarding, you will connect your calendar and meeting software (Zoom, Teams, or Google Meet). The `jump advisor ai` will then automatically send a notetaker participant to your scheduled meetings. You can decline the notetaker if you wish to skip capturing a specific meeting.

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