Future Proof Citywide brought the heat—literally and figuratively. ☀️💃🌴 From meaningful conversations to unexpected moments of Miami flair, it was a fun and energizing few days at @FutureProof_HQ Citywide. The Jump team had amazing chats with advisors about using AI to save hours on meeting notes, CRM updates, and follow-ups. The one thing that stood out? Advisors are more curious than ever about how AI can save them time without losing that personal touch. That’s exactly where Jump comes in. If you’re interested in learning more, start a trial or book a demo today at jumpapp.com/demo. Until next time, Miami! 💥 #futureproof

Exciting news! 🎉 Jump is now approved for @osaic_inc's network of approximately 11,000+ financial professionals, bringing advanced AI technology to streamline workflows, enhance compliance, and reduce administrative burdens. Osaic advisors using Jump are already saving 1–2 hours per day—time they can now spend strengthening client relationships and growing their practice. We’re excited to support Osaic advisors with AI-powered efficiency!

Need access to a meeting you missed? Jump’s got you covered! If another Jump user in your firm hosted the meeting, you can now request access to their meeting notes with just a click. The meeting owner can approve or deny—keeping collaboration smooth and secure.

🎉 Big News at Jump!🎉 We’re thrilled to announce our $20M in Series A funding, led by @BatteryVentures , with support from @CitiVentures , @SorensonCap , and @Pelion_VP . This milestone strengthens our commitment to helping financial advisors save time, deliver exceptional client experiences, and elevate their practices with AI-powered solutions. To our incredible customers: Thank you for trusting Jump to power your workflows. We’re excited to accelerate product innovation and continue building a suite of advisor-specific AI workflows and outputs. To our investors: We’re grateful for your belief in our vision and partnership as we redefine how advisors work. This is just the beginning! We’re building a future where advisors can focus on what matters most—creating lasting relationships with clients as they guide them through some of life’s most critical decisions. Here’s to what’s ahead! 🚀 Read more at: jumpapp.com/press/jump-close…