Hi Brenda, whether you are using a “no recording” or “recording” option, some states have laws that require getting consent. We recommend getting consent from all clients, even if they aren’t in a two-party consent state. Passive/implied consent is sufficient (giving disclosure, I.e. they don’t need to sign something necessarily). Our team is happy to compare notes with you on what you are working on, we are having these conversations every day :)

@Brett Corsello Jump will be integrated with Redtail in the next month or so (we are in final approval)

Hi @Kate Guillen , thanks for the tag :) At the end of the day, the goal is to find the best fit for the firm's needs, and every tech solution has their own focus. I'm not familiar enough with Finmate to speak to any details, but here's what Jump is focused on: A. Full AI-Enhanced Client Meeting Cycle: - AI generated client pre-meeting prep (based on old notes and interactions) - Capture in-person, virtual meetings, and phone calls - AI generated 95% final draft on meeting note, task list, extraction of financial planning data, meeting compliance, client recap email B. 100% customization (because every advisor has their own style) - Customizable meeting types - Customizable workflows - Customizable CRM integration - Customizable meeting notes and email templates C. Deepest AdvisorTech integrations (Redtail, Wealthbox, Salesforce) - Edit notes > push to CRM - AI generated task list > push to CRM Tasks, Workflows, or Cases - Pull in CRM data for pre-meeting briefing Jump has also been recognized as a leader in wealthtech recently: - 2024 Wealthies finalist in 3 categories (AI, Tech Disruptor, Innovative New Application) - Wealth Management EDGE "Best in Show" tech competition - Recently raised $4.6M in VC to build more product faster @Eleza Miller if you have any specific goals that you are trying to accomplish with an AI notetaker, happy to speak to those specifically, and when in doubt, doing a free trial of the tech you are interested in always tends to bring some clarity!

Michael Reynolds is an advisor who has a company that does websites for other advisors - great guy

If you create an RIA Ops conference, Jump will be your first corporate sponsor :)

@Kate Guillen if you wanted to test the waters, version 1 could be a virtual event, and then as you pick up steam, you could move to in person

Our team is applying some of these same AI-LLM techniques (albeit much less fancy and we aren't yet dealing with multimodal images etc) to advisor operations work flows to help save a lot of time on data entry into Redtail/Wealthbox/Salesforce (so that advisors have amazing, compliant CRM entries that require no manual data entry to help with happy audits + to enable better client relationship building). If you'd like to try it out for free, DM me!