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Jump

Read 19 Jump reviews and testimonials from customers, explore 7 case studies and customer success stories, and watch 2 customer videos to see why companies chose Jump as their Financial Advisor CRM

Founded in 2022, Jump is an AI assistant and consultant for financial advisors with 20+ AI-powered features that reduce busywork and uncover growth opportunities, with industry-leading compliance built in.

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  • 19 Testimonials View
  • 7 Case Studies View
  • 2 Customer Videos View
Customer Rating Review Score based on 265 reference ratings
4.8/5.0 (265)

19Testimonials

  • “It’s actually kind of scary how good Jump is. The summaries have been fantastic. Overall, the #1 thing is that it saves so much time.”

    Kim C Wealth Advisor

  • “I can walk out of a client meeting knowing everything's captured, summarized, and ready to go. Jump has changed the way I do business.”

    Jeff Byas Founder

  • “Jump offered what advisors needed: the opportunity to focus less on capturing notes and more on listening to clients.”

    Matt Kruse Vice President of Information Technology & Cybersecurity
18 more testimonials currently locked

7 Case Studies

  • Renaissance Financial Saves Thousands of Hours by Standardizing Meeting Documentation

    Steve Kontz President

  • Byas Wealth Management Decreases Meeting Admin by 83% with Jump

    Jeff Byas Founder

  • How Coastal Bridge Advisors Turned Everyday Conversations into Scalable Insight

    Bill Garcia VP of Wealth Platforms
6 more case studies currently locked

2 Customer Videos

  • How Jeffrey Byas Uses Jump to Save Time
    Play Video
    Jeffrey Byas Byas Wealth Management
  • How Mikki Logan Mastered the Client Experience with Jump
    Play Video
    Mikki Logan Public Retirement Solutions, Inc.
1 more videos currently locked

Additional Jump Information & Resources

Read Jump Reviews, Testimonials & Customer References from 19 real Jump customers.

Browse Jump Case Studies, Customer Success Stories, & Customer References from 7 businesses that use Jump.

Watch Jump Customer Videos to learn why 2 businesses chose Jump.

FeaturedCustomers has 2,045,712+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.