Jump AI vs Summit Global

90% less meeting admin. 100% more insight. Jump is the #1 AI operating system for advisors, from independent to enterprise. Jump turns meetings, emails, and documents into notes, automated workflows, and compliance records, so you can process a meeting in 5 minutes, not 60. Jump's mobile app includes: • One-tap in-person meeting capture and note taking • Accurate, detailed meeting notes in your voice • Pre-meeting prep access, so you’re always ready for your next meeting • AI Associate. Ask questions and take action across your entire tech stack: update CRM records, draft and send emails, schedule follow-ups, and create new contacts. Every action requires your approval, governed by your firm's compliance settings, so you stay in control. • Contacts view synced with your CRM • Integrations with CRMs, planning software, and more – to sync notes and tasks where you work • Views of your meeting schedule and past meetings • The ability to send the Jump notetaker to a meeting in progress • Security controls built for regulated industries • Dark mode support for comfortable use in any lighting

Summit Global gives Summit Global advisors their whole book of business on iPhone: every client, household, account and goal, and every conversation with them, in one place. CLIENTS AND HOUSEHOLDS - Search, filter and sort your clients by status, household, client type and assets. - Open a client to see contact details, accounts, goals, risk assessment, documents and recent interactions. - Group clients into households and see each household's accounts together. ACCOUNTS - See balances and how they have changed, with history charts and fee schedules. - Filter by custodian and status, and sort by value, holder or value at close. - Closed accounts show what they held when they closed. GOALS AND TO-DOS - Track each client's goals and the to-dos that move them forward. - Create and update goals and to-dos on the go. INTERACTIONS - Emails, calls, texts and meetings with clients, synced from your connected email, calendar and phone. - Filter by client, and open any interaction for the details, including attachments. MORE - Record a client's risk assessment with a guided questionnaire. - Look up SDBA plan information. - See your pay at a glance (staff). - Light and dark appearance, following your phone or your own choice. Summit Global is for Summit Global advisors and staff. Sign in with your Summit Global account.