Jump
Reviews
Star rating
Rank in AI Assistants for Financial Services
Pros and cons
Pros
Cons
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 90.4% |
| Mid-Market | 5.9% |
| Enterprise | 3.7% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2026 Q2 | 99 | 4.7 |
| 2026 Q3 | 38 | 4.6 |
Satisfaction ratings
What reviewers say
Seamless Transcriptions and Easy Integrations
“I love that Jump is a really big time saver for me. I can record transcriptions from meetings and phone calls and get them quickly and easily into our CRM, meaning I don't have to type notes manually. Its interface is easy to use; with just a click of a button, I'm off and runnin”
Frees Up Advisor Time and Captures Meetings Accurately
“Frees time from intensive notetaking and recording to spending more time on being an advisor. It also minimized inaccuracies and missed items in meetings.”
Ask AI Recaps and Seamless Wealthbox/Outlook Integration Save Us Time
“the ask ai feature after the meeting and recap emails. being able to connect to wealthbox and outlook is a huge timesaver”