PHILADELPHIA, PA — Asset-Map Holdings, Inc. announced a new integration with Jump, marking one of Asset-Map’s first moves into artificial intelligence as it seeks to streamline how financial advisors capture, process, and act on client meeting insights.
The integration allows mutual users to leverage Jump’s AI-powered meeting capture and analysis to automatically extract prioritized insights and suggest updates within Asset-Map’s visual household framework. The companies said the goal is to close the gap between what is discussed in client meetings and what ultimately gets documented and acted upon, keeping household financial maps current, compliant, and ready for planning conversations.
“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 Jump, the productivity gains for advisors are significant. A recent Jump survey found that more than 60 percent of its users save over one hour every workday by using its AI capabilities, reclaiming more than 250 hours a year. More than 90 percent of advisors surveyed reported that automated post-meeting notes reduced their workload, with about half using the reclaimed time to deliver additional services to clients.
By automating the flow of information from Jump’s meeting insights directly into Asset-Map’s household visualizations, advisors can focus more on proactive service and strategic planning while relying on up-to-date client information, the companies said.
“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.”
Asset-Map said this partnership is an early step in a broader expansion of AI integrations planned for the coming year, particularly with AI notetakers and workflow tools aimed at reducing administrative burden for advisors.
Advisors can see a live demonstration of the integration during a webinar scheduled for February 25 at 2:00 p.m. Eastern time. Representatives from both firms will walk through how meeting insights can automatically sync to create or update household structures and financial instruments. Registration details are available at https://www.asset-map.com/jump.
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