Salt Lake City-based AI solution provider Jump announced Thursday that it launched four new capabilities designed to decrease advisors’ administrative work, eliminate friction between their systems and save time.
The new capabilities, available now to advisors, are End-to-End Client Onboarding; Compliant Scheduling; enhancements to AI Associate; and Model Context Protocol (MCP) Support, the company said.
With End-to-End Client Onboarding, advisors can start account opening workflows within the Jump operating system and fill in required information with AI assistance. Adding this to its previous capabilities creates an end-to-end process, the company said.
Compliant Scheduling’s personalized scheduling pages enable clients to book meetings via a shareable link. New PDF upload capabilities for the firm’s AI Associate tool allow advisors to use firm documents as source material within AI conversations. Jump launched AI Associate in late March.
MCP Support enables more flexible and secure connections between Jump and third-party systems, the firm said.
More Enhancements Coming
The new capabilities launched on Thursday after testing, according to Tim Chaves, President and Chief Operating Officer of Jump.
“We always test our new features before wide roll-out, usually on the order of dozens of customers over the course of at least several weeks,” he told Wealth Solutions Report by email.
“Customer feedback is a key part of our process, and Jump has close relationships with all types of advisory firms, from solo advisors to the largest enterprises,” he said. “We take their ideas extremely seriously. And, at the end of the day, it’s on us to produce the innovations that work for every type of advisor.”
With the launch of the new capabilities on Thursday, Jump is “going deeper on end-to-end capabilities addressing core jobs-to-be-done that advisors spend the most time on,” he explained. “Our new compliant scheduling features take us even deeper into the meeting lifecycle: we now address everything from that first scheduling touchpoint through prep and agenda creation, holding the meeting, summarization and updating external systems, and taking care of follow-up and task completion with our AI Associate.”
The company said it plans continued enhancements.
“We’ll be going even deeper on the end-to-end workflows we’ve already shown we care about (meetings and onboarding, for instance),” Chaves told WSR. “We’ve of course got some other things cooking as well, which we’ll share more about in the coming months.”
“At Elysium, we’re constantly looking for ways to remove friction from the advisor and client experience,” according to Jill Floden, Chief Operations Officer and Chief Compliance Officer at Elysium Wealth Management. “Jump’s AI-powered onboarding capabilities will help us streamline one of the most critical moments in the client journey.”
Jump also announced new and enhanced integrations with eMoney, Holistiplan, MedicarePRO, Orion, Redtail, RightCapital and other wealthtech platforms.
Jump said in March that Perennial Financial Services expanded its use of Jump by adopting the firm’s Operate solution, including AI intake forms, document intelligence and pre-meeting preparation capabilities.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
