Have you heard about the brand-new, approved AI meeting assistant for financial advisors?
Cetera has approved the use of Jump! Jump is a leading AI meeting assistant for financial advisors, automating everything from meeting prep to follow-up tasks. Jump integrates with Redtail, Outlook, and Wealthbox. It is approved for the following:
- Meeting/Call Notes- Automatically generate meeting notes
- CRM/Meeting Integrations- Seamlessly integrate with your CRM such as Redtail
- Mobile App- Provides flexibility and convenience
- Pre-Meeting Preparation- Compiles client record data from your CRM to provide a comprehensive overview of recent meetings, household information, and suggested conversation topics.
- Meeting Recap Emails- Leverage automated recap emails to easily follow up with your clients by highlighting items discussed, decisions made, and to-dos.
- Interactive Query Features- For seven days following the meeting, easily ask questions about the meeting details, specific discussion items or questions as needed.
- Sentiment Analysis – Quickly identify potential sentiments during your meeting.
How to Sign Up: Visit the Cetera-specific landing page for details and to sign up. After the sign-up process is completed, you can access via the vendor's login page.
Pricing Information: Cetera advisors receive a 20% discount for annual plans.
- Ramping - Just getting started
- $60 per full seat/month
- Core - (Solo advisors and teams)
- $80 per full seat/month
- $80 per full seat/month
- Scale - Growing team
- $96 per full seat/month
- $96 per full seat/month
For more information go to AdviceWorks- Support- Services, Solutions, and Discounts.
Please contact the Prosperity Network Compliance Team with any questions:
compliance@prosperityadvisors.com or 913-529-5500 Option 2.
Internal Use Only