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“Jump AI has made a dramatic impact on the advisors’ practices in our firm. As an advisor, I have never seen a piece of technology impact me like it before. The role of an advisor is to listen to the client for both the spoken and unspoken that takes place …
“Before using Jump, I would take notes the old school way - trying to write down everything I heard as fast as I could. It was impossible to multitask perfectly, so getting as close as possible was the best we could do. Now, I can truly listen to the client …
Zocks is an intelligent communications platform that automatically captures critical information from conversations. Zocks helps firms save time, get better data, and accelerate workflows. Zocks is backed by a host …
Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For over 30 years, Boston Private has taken a highly personalized approach to serving …
GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs). They are an award-winning provider of wealth management technology; combining …
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