Startup Ideas AI

Jump is an AI meeting assistant designed exclusively for financial advisors. It turns conversations into tasks, notes, and compliance records using secure AI. Jump deeply integrates with CRMs like Salesforce, Redtail, and Wealthbox, cutting meeting admin work by 90%. It offers customizable meeting notes, one-click CRM updates, pre-meeting prep one-pagers, follow-up emails, and smart, syncable tasks. Jump also features a mobile app for capturing in-person meetings and allows users to ask questions about past meetings.

FastTrackr AI is an AI executive assistant designed for financial advisors. It automates workflows, manages meetings, handles client planning, tasks, and emails, allowing advisors to focus on strengthening client relationships and expanding their business. It's built for RIAs and financial advisors, offering secure AI to extract and aggregate information from client documents, enrich financial analysis, create meeting prep notes, turn conversations into summaries and tasks, and draft personalized emails. It integrates with CRM, email, and calendar systems.