What is Jump AI
AI tool for financial advisors to automate notes and tasks.
Features of Jump AI
Based on the image preloads, the following features can be inferred:
- Meeting notes generation
- CRM updates
- One-pager creation
- Follow-up email generation
Integrations of Jump AI
Based on the image preloads, Jump AI integrates with:
- Zoom
- Microsoft
- Salesforce
- Redtail
- Wealthbox
