From Client Conversations to Financial Plans: Asset-Map and Jump Integration Powers Actionable Planning Next Steps
New integration seamlessly enriches Asset-Map’s visual household experience with AI-powered precision
Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial planning conversation tool for advisors, announced its new integration with Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers. This is one of Asset-Map’s first AI integrations; the partnership with Jump and AI notetakers will expand in the coming year.
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As a result of the integration, mutual users can leverage Jump’s AI technology to capture and process client meetings, automatically extracting prioritized insights and intelligently suggesting updates within the Asset-Map household framework. This closes the gap between what’s said in meetings and what gets acted on, keeping household maps current, compliant and conversation-ready.
“Financial advisors spend countless hours manually updating client data after meetings; time that could be better spent serving clients,” said H. Adam Holt, CFP®, founder and chief executive officer of Asset-Map. “Our integration with Jump transforms meeting notes into actionable household updates, turning conversations into immediate guides for useful next steps. Jump’s AI-powered approach aligns perfectly with our belief that technology should amplify human strengths, especially the advisor’s role as a communicator, educator and guide.”
According to a recent Jump financial advisor survey, more than 60 percent of users save over one hour every single workday from utilizing its capabilities, reclaiming more than 250 hours annually. With over 90 percent of advisors reporting that automated post-meeting notes significantly reduced their workload, half are now using that time to deliver more services to clients.
By automating the flow of information from Jump’s AI-powered meeting insights directly into Asset-Map’s visual household framework, advisors can ensure their planning conversations are built on current client information while focusing on higher-value conversations, proactive service and strategic planning.
“When you ask advisors what they want from AI, the answer is almost always the same: more time with clients,” said Liam Hanlon, head of insights at Jump. “Jump has helped create that capacity, and our integration with Asset-Map takes it a step further by adding personalization. By translating meeting conversations into clear, actionable updates, advisors can keep household visuals current while staying focused on the trust-building conversations that move clients forward.”
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