Live Webinar: Human-Centered AI in Action: How Asset-Map + Jump Turn Client Conversations into Financial Plans

Advisors don’t struggle because meetings lack insight; they struggle because acting on those insights takes time.

In this live session, leaders from Asset-Map and Jump showcase a new AI-powered integration designed to support advisors where it matters most: turning meaningful client conversations into clear, actionable next steps.

See how combining Jump’s AI meeting capture within Asset-Map’s household framework helps you analyze client meetings, surface prioritized insights, and keep you fully in control of what gets approved and synced.

During the webinar, you’ll see how to:

• Save over an hour per workday with AI-assisted meeting follow-up

• Scale client service by redirecting reclaimed time toward proactive planning

• Keep Asset-Map Reports aligned with real client intent and priorities