Find out if Jump is right for your business ...

Unlike initiatives in which value arrives months after making the investment, the initial return on investment from AI ...

As a result of the integration, mutual users can leverage Jump's AI technology to capture and process client meetings, automatically extracting prioritized insights and intelligently suggesting ...

PlannerPal, an AI-powered workflow for financial advisers and wealth managers, has announced the launch of its 'Pre-Meeting ...

PlannerPal, an AI-powered workflow for financial advisers and wealth managers, has today announced the launch of its ...

Depending on the business structure your clients have chosen and the state they are registered in, they may be required to hold an annual meeting and record minutes. Let’s take a moment to discuss ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...

Is there a sweet spot for the cadence of client meetings? From a numbers perspective, it may be necessary for an advisor to meet with a client only once a year to revise their plan based on any recent ...