iCompta 6
-26%
$5.39
$3.99
Screenshots
Description
90% less meeting admin. 100% more insight. Jump is the #1 AI operating system for advisors, from independent to enterprise. Jump turns meetings, emails, and documents into notes, automated workflows, and compliance records, so you can process a meeting in 5 minutes, not 60.
Jump's mobile app includes:
• One-tap in-person meeting capture and note taking
• Accurate, detailed meeting notes in your voice
• Pre-meeting prep access, so you’re always ready for your next meeting
• AI Associate. Ask questions and take action across your entire tech stack: update CRM records, draft and send emails, schedule follow-ups, and create new contacts. Every action requires your approval, governed by your firm's compliance settings, so you stay in control.
• Contacts view synced with your CRM
• Integrations with CRMs, planning software, and more – to sync notes and tasks where you work
• Views of your meeting schedule and past meetings
• The ability to send the Jump notetaker to a meeting in progress
• Security controls built for regulated industries
• Dark mode support for comfortable use in any lighting
Jump's mobile app includes:
• One-tap in-person meeting capture and note taking
• Accurate, detailed meeting notes in your voice
• Pre-meeting prep access, so you’re always ready for your next meeting
• AI Associate. Ask questions and take action across your entire tech stack: update CRM records, draft and send emails, schedule follow-ups, and create new contacts. Every action requires your approval, governed by your firm's compliance settings, so you stay in control.
• Contacts view synced with your CRM
• Integrations with CRMs, planning software, and more – to sync notes and tasks where you work
• Views of your meeting schedule and past meetings
• The ability to send the Jump notetaker to a meeting in progress
• Security controls built for regulated industries
• Dark mode support for comfortable use in any lighting
What's new (v1.9.4)
- Added Ask Anything on mobile so you can ask questions, review answers, and keep working from the app.
- Added mobile Contacts with contact details, contact search, and contact-focused calling workflows.
- Added contact-focused calling improvements, including conference-call details and an updated Join My Call dial pad.
- Updated meeting details with a richer, web-aligned layout for notes, prep answers, follow-up tasks, draft emails, and recordings.
- Added clearer consent attestation controls for syncing follow-up tasks, draft emails, CRM suggestions, and financial planning updates.
- Added copy actions for AI Associate replies and draft email content.
- Improved recording and meeting detail screens with updated recording cards, draft sections, and email previews.
- Fixed stale new-notes badges and cross-user seen/synced state issues in meeting details.
- Improved Ask Anything send readiness, new-chat confirmation, starter prompts, and contact form styling.
- Cleaned up completed-meeting row status display and removed the redundant contact notetaker toggle.
- Added mobile Contacts with contact details, contact search, and contact-focused calling workflows.
- Added contact-focused calling improvements, including conference-call details and an updated Join My Call dial pad.
- Updated meeting details with a richer, web-aligned layout for notes, prep answers, follow-up tasks, draft emails, and recordings.
- Added clearer consent attestation controls for syncing follow-up tasks, draft emails, CRM suggestions, and financial planning updates.
- Added copy actions for AI Associate replies and draft email content.
- Improved recording and meeting detail screens with updated recording cards, draft sections, and email previews.
- Fixed stale new-notes badges and cross-user seen/synced state issues in meeting details.
- Improved Ask Anything send readiness, new-chat confirmation, starter prompts, and contact form styling.
- Cleaned up completed-meeting row status display and removed the redundant contact notetaker toggle.
