This advisor-focused AI tool can replace an entire meeting workflow

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

Automation ideas for FA-Client meeting lifecycle

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 ...
Financial Planning

The first meeting with a client is critical. Here's how to get buy-in

The language that financial advisors use in their first interactions with prospective customers could make or break the ...
alleywatch.com

Zeplyn Raises $3M to Streamline Meetings for Wealth Managers with its AI Assistant

In the wealth management industry, financial advisors face a critical challenge: spending excessive time on administrative tasks instead of focusing on client relationships and strategic advice. The ...
Yahoo Finance

From Client Conversations to Financial Plans: Asset-Map and Jump Integration Powers Actionable Planning Next Steps

PHILADELPHIA, January 28, 2026--(BUSINESS WIRE)--Asset-Map Holdings, Inc. ("Asset-Map"), the premier visual financial planning conversation tool for advisors, today announced its new integration with ...