Tag : Jump

Jump Works With Anthropic to Bring Its Client Meeting Context to Claude for Financial Advisors
Artificial Intelligence Finance News

Jump Works With Anthropic to Bring Its Client Meeting Context to Claude for Financial Advisors

Business Wire
by Business Wire0
Advisors can connect Jump to Claude and use new Jump-built skills to streamline preparation, follow-up and ongoing client service Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial professionals, announced an expansion of its work with Anthropic through Claude for Financial Advisors, Anthropic’s offering for wealth......
Jump Integrates FMG Content Into Advisors’ Post-Meeting Workflows
Artificial Intelligence Finance News

Jump Integrates FMG Content Into Advisors’ Post-Meeting Workflows

Business Wire
by Business Wire0
New workflow brings relevant, firm-approved marketing content for advisor review Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial services professionals, announced its integration with FMG Suite (“FMG”), the leading marketing and growth platform for financial advisors, insurance professionals and enterprises. Built through FMG Connect, the......
Conquest Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs
Artificial Intelligence Finance News

Conquest Brings Verifiable AI Financial Advice Engine Directly to Independent Advisors and RIAs

Business Wire
by Business Wire0
New self-serve offering opens Conquest’s capabilities to firms of any size, with digital onboarding in days Conquest, an award-winning global fintech company that delivers the industry’s leading verifiable AI financial advice engine to power continuous advice at scale, announced a new self-serve offering that gives independent advisors and registered investment......
Jump Introduces AI-Assisted, Real-Time Account Opening with Schwab Advisor Services™ and Fidelity
Artificial Intelligence Finance News

Jump Introduces AI-Assisted, Real-Time Account Opening with Schwab Advisor Services™ and Fidelity

Business Wire
by Business Wire0
New capability allows advisors to complete the account opening process during a meeting, extending Jump’s industry-leading ability to save advisors time and deliver a seamless client experience Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial services professionals, introduced AI-assisted, real-time account opening, enabling advisors to......
Jump Unveils New AI-Powered Account Opening and Workflow Innovations for Advisors
Artificial Intelligence Finance News

Jump Unveils New AI-Powered Account Opening and Workflow Innovations for Advisors

Business Wire
by Business Wire0
New capabilities streamline client engagement and further extend AI-powered workflows across advisors’ existing technology stacks Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial services professionals, announced a series of new product innovations designed to save advisor time, improve the client experience and help firms grow.......
Jump Collaborates With Markel and Joseph Caruso & Associates to Expand Access to AI and Insurance Solutions for Advisors
Finance InsurTech News

Jump Collaborates With Markel and Joseph Caruso & Associates to Expand Access to AI and Insurance Solutions for Advisors

Business Wire
by Business Wire0
Strategic collaboration combines AI-powered advisor technology with specialized insurance offerings, delivering cost efficiencies and enhanced risk protection Jump, a leading artificial intelligence (AI) operating system for financial advisors and other financial services providers, announced a strategic collaboration with Markel, a leading global specialty insurer. The collaboration expands access to Jump’s......
Jump Expands Leadership Team to Accelerate Next Phase of AI Operating System Growth
Artificial Intelligence Finance News

Jump Expands Leadership Team to Accelerate Next Phase of AI Operating System Growth

Business Wire
by Business Wire0
Appointments follow $80M funding, rapid product expansion and rising enterprise adoption across wealth management Jump, the leading artificial intelligence (AI) operating system for financial advisors and other financial services providers, announced the expansion of its leadership team with four key hires across product, customer experience and strategic growth, as the......
Jump Expands Partnership With Perennial Financial Services to Deploy AI Operating System Firmwide
Artificial Intelligence Finance News

Jump Expands Partnership With Perennial Financial Services to Deploy AI Operating System Firmwide

Business Wire
by Business Wire0
Expansion underscores growing role of AI-driven operations as a competitive differentiator for independent advisory firms Jump, a leading artificial intelligence (AI) operating system for financial advisors and other financial services providers, announced an expanded partnership with Perennial Financial Services (“Perennial”), a next-generation registered investment advisory (RIA) platform built to attract and......
Jump Launches AI Associate, an Intelligent Agent Bringing Action to Its AI OS for Advisors
Artificial Intelligence Finance News

Jump Launches AI Associate, an Intelligent Agent Bringing Action to Its AI OS for Advisors

Business Wire
by Business Wire0
New capability transforms Jump from insight engine to execution layer across meetings, CRM, email, planning systems and more Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced the launch of AI Associate, a powerful agent built for advisors that enables firms......
Jump Expands AI Operating System for Advisors With New Products Powering Growth and Operations
Artificial Intelligence Finance News

Jump Expands AI Operating System for Advisors With New Products Powering Growth and Operations

Business Wire
by Business Wire0
Complementing Jump’s original AI Meeting Assistant product, new offerings use AI to accelerate organic growth and streamline back office operations for modern advisory firms Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers,  announced a major addition to its product lineup. The......
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