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Jump Integration

Michael Schwabe avatar
Written by Michael Schwabe
Updated this week

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

  1. Advisor conducts client meeting (Jump captures and processes)

  2. Jump AI extracts relevant household insights from meeting

  3. Jump suggests specific updates to Asset-Map household data

  4. Advisor reviews and confirms suggested updates

  5. Data syncs to Asset-Map household with one click

  6. Asset-Map household stays current and conversation-ready
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    In Jump, go to User settings > Integrations > + Add an integration > Financial Planning.

Documentation

Learn about the integration details at the following resource: Jump Documentation

Please reach out to help@jumpapp.com for support.

1/2026

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