Wealthbox + Jump

Modern CRM integrated with automated meeting management to elevate advisor efficiency

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Overview

Jump, the Advisor AI Assistant, streamlines meeting administration for RIA and BD teams, allowing firms to run more efficiently. Jump enhances client and advisor experiences by automating meeting notes, tasks, and compliance logs that can be synced with Wealthbox. With the Jump integration, advisors can populate pre-meeting notes based on Contact Record data, and use post-meeting data to create notes, generate tasks, or start Workflows in Wealthbox from within the Jump platform.

Jump uses AI to create notes and tasks from in-person or remote meetings, and preps them for approval and sync into Wealthbox. Advisors can set up automations to send notes and tasks directly into Wealthbox in different formats for different advisors or meeting types.
Jump uses AI to create notes and tasks from in-person or remote meetings and preps them for approval to sync in Wealthbox.
Notes and tasks from client meetings are automatically created and added to Wealthbox Contact Records.
Notes and tasks from client meetings are automatically created and added to Wealthbox Contact Records.
Based on the meeting conversation, Jump’s AI assistant will create a task with a title, and description, and assign it to a Wealthbox user. The assistant will also imply a due date based on meeting communication such as “I’ll get that to you by next Thursday.”
The AI assistant pulls a list of available workflows from Wealthbox, examines the titles and descriptions, and matches the action item to the most appropriate workflow.

Resources

Recorded webinar

The Future of Financial Advising in a Fast-Changing Tech World

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Blog post

Jump Supercharges Wealthbox Integration to Expand Meeting Automation Capabilities

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Jack Csenge CFP
“For our team, the value of the integration between Wealthbox and Jump is the time savings. What used to be 30-40 minutes of typing meeting notes, organizing tasks, and CRM updates, can now be done in 3-4 minutes.”

Jack Csenge, Wealth Advisor, Csenge Advisory Group

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