AI-Powered Meeting Assistant Streamlines Workflows, Freeing Up Advisors’ Time to Focus on Client Relationships
As part of a broader AI strategy to drive efficiency and innovation for wealth advisors, Dynamic Advisor Solutions dba Dynamic Wealth Advisors (Dynamic) has partnered with Jump, a leading provider of AI solutions for financial advisors and other financial services providers, to enhance its Wealth360™ platform. This integration alleviates cumbersome administrative tasks —such as meeting preparation, note-taking, compliance documentation, CRM updates and client follow-ups — allowing advisors to dedicate more time to their clients and business growth.
Wealth360 is Dynamic’s fully integrated tech stack, providing advisors with a premier platform featuring a best-in-class fintech suite accessible via a single sign-on. With the addition of Jump, advisors can leverage AI-driven efficiency to enhance productivity, ensure compliance and elevate client engagement.
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“At Dynamic, we’re committed to delivering mission-critical technology that empowers advisors to thrive,” said Justin Patrick, Dynamic’s chief technology officer. “By integrating Jump’s AI-powered automation into Wealth360, we have taken customization of this platform to the next level, delivering an experience that helps position our advisors for success. The Jump team’s flexibility and tech prowess has contributed to a successful engagement that has already begun to make impactful changes in efficiencies for our advisors.”
“Dynamic’s vision for continuous improvement of cutting-edge technology for advisors aligns with Jump’s mission to empower advisors and their clients to thrive in the age of AI,” said Parker Ence, chief executive officer and co-founder of Jump. “This partnership delivers AI-powered tools designed specifically for wealth advisors, helping them operate with greater efficiency, accuracy and focus on what truly matters — their clients.”
Jump became available to Dynamic advisors on the Wealth360 platform in January, following beta testing with network-affiliated advisors in Q4 2024. Marina Hernandez, CFP®, EA, of Dynamic Wealth Advisors dba Swiss American Wealth Advisors in Merion Station, Penn., worked closely with the Dynamic IT Support team as a Jump beta tester to provide feedback and further customize the tool.
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“Jump can be a game changer for financial planning-focused practices,” noted Hernandez. “By eliminating the distraction of manual note-taking, it enables us to be fully present and engaged with clients during meetings. The seamless synchronization of meeting notes and tasks with our CRM streamlines administrative work, allowing us to focus on meaningful, high-value planning that truly benefits our clients and drives our practices forward.”
Upon Jump sign up, Dynamic advisors are provided with a free trial and enterprise pricing as part of the Wealth360 platform. The announcement coincides with Dynamic’s upcoming webinar, “AI & Advisors,” on March 20, where Matt Furness, senior account executive at Jump, will join Patrick in discussing generative AI trends for advisors and how best to engage with the technology. They will also highlight the successes behind the Jump-Dynamic collaboration that have helped realize a better way to simplify advisor workflows through AI-powered automation.
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Source: businesswire
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