Jump, an AI software provider for financial advisors, has struck a strategic partnership with Focus Financial Partners to help Focus-affiliated advisory and business management firms streamline meeting-related work and turn client conversations into structured, actionable data.
Under the agreement, Jump’s tools will be made available across Focus’s business divisions to reduce time spent on meeting preparation and follow-up, improve the consistency and quality of client data, and automate elements of CRM updates and related workflows. Focus described the initiative as part of its broader effort to equip advisory teams with technology that can enhance client service while supporting scale.
Focus, which describes itself as an “interdependent partnership” of wealth management, business management, and related financial services firms, said its member firms collectively advise more than $500 billion in assets.
The companies said the partnership is designed to capture meeting dialogue and translate it into system-ready information, with the goal of reducing administrative burden and allowing advisors and business managers to spend more time on client-facing work. Jump’s platform centers on meeting prep, note-taking, recaps, task creation, follow-ups, and CRM updates, and the company says it is built to operate within a compliance framework tailored to financial services.
The announcement also highlights Jump’s recent growth, including expanding its advisor footprint to more than 21,000 users and adding partnerships across the wealth technology ecosystem. Jump cited relationships with firms including Osaic, LPL Financial, Cetera, eMoney, and RightCapital as it seeks to broaden adoption of AI-driven productivity tools in the advisor market.
For Focus, the integration is positioned as a way to standardize how meeting outcomes are captured and acted upon across teams, reducing “tool-hopping” and improving operational efficiency, while enabling advisors to deliver a more personalized client experience.
KEY QUOTES:
“Partnering with Focus is a powerful validation of our shared vision for the future of advisor intelligence. Together, we’re transforming meeting dialogue into structured, system-ready data that we are confident will expand advisor capacity, strengthen client relationships and drive smarter, more informed decisions across firms.”
Parker Ence, Chief Executive Officer and Co-Founder, Jump
“At Focus, our mission centers around clients and equipping our advisory teams with the capabilities and resources to deliver exceptional service to them. We believe our partnership with Jump will help our advisory teams spend more time providing quality advice to their clients, strengthen client relationships and allow our team to scale while providing a customized, holistic wealth offering to clients. At the end of the day, it’s about delivering an elevated and more personalized experience for clients and the tools that help us get there.”
Mark Israel, Chief Technology Officer, Focus Financial Partners
