Jump + Asset-Map in Practice: More Meeting Time. Less Data Entry

What if the information captured in a client meeting could immediately become something you can see, understand, and act on? Join Jump and Asset-Map for a practical look at how advisors can connect the client conversation directly to the financial picture—without the manual data entry and post-meeting cleanup in between.

We’ll follow one client workflow from start to finish: Jump captures and organizes key information from the conversation, then sends it into Asset-Map, where it becomes a clear, visual picture of the household.

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You’ll learn how to:

• Build an initial Asset-Map from a new client conversation

• Keep existing households current without manual updates after every review

• Use advisor dictation to quickly create or add to a client’s financial picture

• Spend less time documenting and updating systems—and more time advising

This isn’t two separate product demos. It’s one real-world workflow showing what happens when the technology around the advisor does more of the work.

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