Diversify partners with Jump to provide advisors with AI-powered productivity tools to enhance client meetings, documentation, and follow-ups.
The collaboration enables Diversify advisors to access Jump's suite of intelligent tools, streamlining workflows and reducing administrative burdens.
Advisors have reported increased productivity with Jump, allowing them to focus on building trust with clients and meeting their needs effectively.
Diversify aims to empower advisors by removing barriers and offering world-class support, reinforcing its commitment to assisting advisors in serving clients efficiently.