jump ai onboarding - Prompt Wise

Jump Enhances Advisor Productivity Tools With Mobile AI and Workflow Automation — Photo by Natalia Olivera on Pexels

jump ai onboarding

One Decision Cut Onboarding Time 70% With Workflow Automation

One Decision Cut Onboarding Time 70% With Workflow Automation In the 2024 Jump beta pilot, advisors cut onboarding time by 70% - yes, you can reduce a 30-minute client intake to just 5 minutes with AI workflow automation. Imagine trimming client onboarding from 30 minutes to just 5 - here’