How Advisors Use Wealthbox + Jump for AI-based Meeting Notes

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Join us for a previously recorded live webinar to see how advisors who use Wealthbox and Jump can enhance client and advisor experiences by automating meeting notes, tasks, and compliance logs that can be synced with Wealthbox. This webinar covers:

  1. How Jump’s AI-based meeting tools streamline administration for RIA and BD teams, allowing firms to run more efficiently. 
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the integration allows advisors to populate pre-meeting notes based on Contact Record data and automatically sync post-meeting notes and tasks created in Jump back into Wealthbox.
  4. The benefits of the Jump and Wealthbox integration, and how to get started with ease.

Speakers

Parker Ence

CEO & Cofounder

Jump

Tim Chaves

Co-Founder & COO

Jump

Jenna Ghibaudy

Product Specialist

Wealthbox


“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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