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.


Parker Ence

CEO & Cofounder


Tim Chaves

Co-Founder & COO


Jenna Ghibaudy

Product Specialist


“For our team, the Wealthbox + Jump integration’s value is the time savings. Tasks that used to take 30-40 minutes can now be completed in 3-4 minutes.”

Jack Csenge

Wealth Advisor, Csenge Advisory Group

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