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“Jump AI allows me to quickly and efficiently recap meeting details in a concise format — applying to both in-person and virtual meetings. Once Jump AI notes are reviewed and edited, we typically email clients the recap notes and ensuing work plan within 48 hours of our meeting — a …
“Jump offered what advisors needed: the opportunity to focus less on capturing notes and more on listening to clients.”
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 …
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 …
Maximizer CRM has been a leader in CRM software for over 25 years. Maximizer Wealth Management solution helps investment advisors and wealth management firms expand their book of business by …
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