Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Jump is the AI-powered meeting assistant for financial advisors, automating everything from meeting prep to follow-up tasks. With deep integrations into your favorite tools and full customization, Jump takes care of the busy work so advisors can focus on what really matters-their clients. Plus, it only takes five minutes to do what used to take 50.

How they describe their product/innovation: Jump is the #1 most popular and highly rated AI solution for advisors, trusted by 16,000 advisors and leading enterprise IBDs, RIAs, and FIs. Jump (a) saves advisors 5-15 hrs per week by putting meeting admin on AI autopilot, (b) elevates client and advisor experience, (c) delivers AI powered actionable growth insights, while (d) exceeding enterprise scalability and compliance requirements. Jump is built for advisors, 100% customizable, integrated with your tech stack, and is powerful under the hood but easy to adopt.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev. & Press: Bijon Vaughn (Events Manager), [email protected]