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Jump AI

Jump AI

AI for wealth managers

1.1K ratings
21 reviews
💼 Business
💰 Finance
Free

Details

  • Released
  • Updated
  • January 24, 2024
  • July 6, 2026

Developer

Accio, Inc.
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About

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

✓AI-powered meeting capture
✓Automated note-taking in your voice
✓Task generation from conversations
✓CRM integration
✓Phone and VoIP call transcription
✓Summary-only mode
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What's New in Jump AI

1.9.9

July 6, 2026

Added meeting list display settings so you can choose how meeting rows are shown. Improved the login screen layout for clearer sign-in and instance selection. Added country flags to instance selection so environments are easier to identify.

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User reviews

Most RecentHighest RatedLowest Rated

Unreal time saver!

This has saved me hours of work every week.
Kevin MerlingKevin Merling

Talk about ROI

I can’t believe I ever went without Jump. I’d gladly pay 10x what they charge. It’s like having an associate on-call 24/7 365 for a tiny fraction of the cost. Incredible product!
SG22_SG22_

Time saver

This has opened up so much more of my time while providing notes and activities I wouldn’t even have thought to include.
steveminkcsteveminkc

CRC

This has been an amazing app !!
The note taking and the recap emails = game changer!!
Spam 60Spam 60

95% of my time is spent in the field

Jump in general is “work life” changing, but sending recap emails, assigning out to-dos, and logging my daily activity in SF used to take me hours at the end of day in hotel rooms, now takes me the walk to my car. Now I hate when I forget to click the red button.
RoadWarriorRepRoadWarriorRep
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FAQ

What does Jump AI do?

Jump AI is an AI assistant specifically designed for financial advisors. It automates administrative tasks by capturing meetings, generating accurate notes in the user's voice, and transforming conversations into actionable items like tasks, email drafts, and CRM updates.

What are the key features of the Jump AI mobile app?

The mobile app offers one-tap in-person meeting capture with transcription, accurate and detailed meeting notes in your voice, CRM integrations to sync notes, phone and VoIP capture via supported integrations, and a Summary-Only Mode for transcribing and summarizing without saving audio.

How much does Jump AI cost?

The provided information indicates that the app has no in-app purchases and no ads, suggesting a freemium or subscription model. Specific pricing details are not available in the description.

What kind of devices is Jump AI compatible with?

The description mentions a mobile app, implying compatibility with smartphones and tablets. Specific operating system requirements (iOS or Android) are not detailed.

How can Jump AI help financial advisors?

Jump AI significantly reduces meeting administration by automating note-taking and task creation. This allows financial advisors to dedicate more time to client interactions and strategic planning, improving overall efficiency and client service.