Overview
Asset-Map and Jump have introduced a seamless AI-powered integration that transforms meeting conversations into actionable household updates. By combining Jump's AI meeting intelligence with Asset-Map's visual household framework, advisors reclaim hours of administrative time while ensuring their planning conversations are built on current client information. This integration closes the gap between what's said in meetings and what gets acted on, allowing advisors to focus on higher-value conversations, proactive service, and strategic planning.
User Workflow
Advisor conducts client meeting (Jump captures and processes)
Jump AI extracts relevant household insights from meeting
Jump suggests specific updates to Asset-Map household data
Advisor reviews and confirms suggested updates
Data syncs to Asset-Map household with one click
Asset-Map household stays current and conversation-ready
In Jump, go to User settings > Integrations > + Add an integration > Financial Planning.
Documentation
Learn about the integration details and troubleshooting at the following resource: Jump Documentation. Jump Technical support: help@jumpapp.com
Questions and Answers
Q. I integrated and synched a client from Jump AI to AssetMap. However the data was synched to the wrong client. How do I correct this?
A. Please reach out to help@jumpapp.com for support to get instructions on how to link the correct client to Jump's meeting notes.
Q. How do I change back the information that was incorrectly edited?
A. If you have a recent PDF with the client's information available, you could manually edit the tiles to make corrections. There is no means to undo a change unless a financial was deleted. You may restore deleted financials. Please refer to this resource.