Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced its strategic relationship with Cetera Financial Group* (‘Cetera’), the premier financial advisor Wealth Hub. This collaboration brings Jump’s enterprise-grade, AI-powered meeting assistant to Cetera financial professionals – helping drive scalable growth while enhancing compliance and streamlining firmwide operations across the organization.

The platform automates key functions such as meeting documentation, CRM updates, compliance logging and follow-up workflows—freeing financial professionals to focus on what matters most: delivering meaningful value to clients while driving meaningful business outcomes at the firm level. As enterprise firms face rising regulatory complexity and increasing demands for scalable operations, Jump’s secure and compliant AI solutions offer a competitive advantage.

“Advisors rely on Cetera for technology that helps their business function more efficiently while supporting growth and an exceptional client experience. Our size and scale allow us to identify solutions that can strengthen our enterprise infrastructure in service of our advisors,” said Garrett Beam, head of digital solutions at Cetera. “In our view, Jump separated itself from other AI providers we considered in this space. With Jump, we’re not just enhancing advisor workflows – we’re investing in a more secure, efficient, and innovative future for the entire Cetera community.”

AI has become a fiercely competitive differentiator in the wealth management space, with 85 percent of advisors reporting they’ve won new business due to another advisor’s outdated technology. Jump is leading the charge — named by Kitces as the category’s market leader and earning the highest satisfaction rating and largest market share among advisor-specific tools, according to the 2025 T3/Inside Information Software Survey. This momentum signals that Jump’s AI-powered solutions aren’t just cutting-edge – they’re the tools advisors trust most. Forward-thinking firms like Cetera understand that delivering exceptional client experiences at scale starts with adopting proven, best-in-class technology.

“AI for advisors has gone from a novelty to a nice-to-have to a must-have over the past 12 months for firms that want to stay competitive,” said Parker Ence, chief executive officer and co-founder of Jump. “We built Jump from the ground up to support not only individual advisors, but also the security, compliance and data needs of enterprises such as Cetera. We’re proud to collaborate with a forward-thinking leader like Cetera to bring that vision to life at scale.”

Advisors using Jump can save one to three hours per work day by cutting administrative work—time they can reinvest in more timely follow-ups, deeper client engagement and higher-quality service. Beyond time savings, Jump captures and structures valuable data from client meetings in real time, giving Cetera a powerful tool to surface actionable insights that help drive smarter decision-making, stronger compliance and firmwide growth. This kind of automation not only enhances the client experience but helps boost advisor productivity, at a time when firms are under growing pressure to scale, serve more clients and keep pace with evolving regulations.

The relationship underscores both Jump’s and Cetera’s commitment to empowering financial professionals with cutting-edge technology that drives efficiency, compliance and valuable insights. To learn more about how Jump can benefit your firm, visit jumpapp.com.