Tag : Jump

Diversify Partners with Jump to Boost Advisor Productivity with AI-Powered Productivity Tools
Artificial Intelligence Fintech News

Diversify Partners with Jump to Boost Advisor Productivity with AI-Powered Productivity Tools

PR Newswire
by PR Newswire0
New collaboration provides Diversify advisors access to cutting-edge automation that enhances client meetings, documentation, and follow-up. Diversify, the advisor-founded and advisor-led wealth management platform, has announced a new partnership with Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers. Through this collaboration, Diversify......
Jump and eMoney Streamline Advisor Workflows with New Data Integration
Artificial Intelligence Fintech News

Jump and eMoney Streamline Advisor Workflows with New Data Integration

Business Wire
by Business Wire0
New integration streamlines meeting follow-ups and financial plan updates—saving time, reducing errors and improving advisor efficiency Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a new integration with eMoney Advisor, a leading provider of technology solutions and services dedicated to helping......
Jump and RightCapital Partner to Help Advisors Deliver More Personalized, Scalable Financial Planning
Artificial Intelligence Fintech News

Jump and RightCapital Partner to Help Advisors Deliver More Personalized, Scalable Financial Planning

Business Wire
by Business Wire0
New partnership simplifies advisor workflows, enhances client engagement and keeps financial plans continuously up to date on RightCapital’s platform Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a new partnership with RightCapital, the fastest-growing financial planning software for financial advisors. This partnership......
1