LPL Events 與 Jump AI 使用情況與統計

90% less meeting admin. 100% more insight. Meet Jump, the #1 AI assistant for financial advisors, from independent to enterprise. Jump captures meetings, writes accurate notes in your voice, and turns conversations into tasks, email drafts, CRM updates, planning updates, and more so you can focus on clients. Jump’s mobile app includes: One-tap in-person meeting capture with transcription Accurate, detailed meeting notes in your voice CRM integrations to sync notes where you work Phone and VoIP capture via supported integrations Summary-Only Mode to transcribe and summarize without saving audio