Jump announced the acquisition of Mobile Assistant, a long-standing leader in human and technology-enabled meeting transcription for financial advisors. Mobile Assistant has been widely recognized for exceptional accuracy, reliability, and client service within the financial sector. Founder Corey Westphal and the Mobile Assistant team have consistently demonstrated a deep commitment to quality, partnership, and innovation, guided by the belief that technology should empower advisors to dedicate more meaningful time to their clients.
Since its launch in January 2024, Jump has shared this mission by providing AI-native tools to over 20,000 financial professionals, helping them streamline operations and enhance client relationships. More than 1.2 million meetings have been recorded on Jump’s platform, saving advisors over 600,000 hours — equivalent to nearly 70 years redirected toward client engagement.
Through the integration of Mobile Assistant, Jump aims to create a more intelligent and seamless experience for advisors, enabling every conversation to generate deeper client insights, stronger connections, and new growth opportunities.
Why Now — and Why It Matters
Financial advisors face increasing demands to serve more clients, manage complex technology stacks, and maintain highly personalized service — all while meeting expectations for rapid response times.
“AI’s best use is not to replace the advisor, but rather to empower advisors to focus on what matters most: people,” said Jump’s leadership.
What Mobile Assistant Customers Can Expect
Jump, in close collaboration with the Mobile Assistant team, ensures a smooth transition through personalized onboarding. Annual Mobile Assistant subscribers will receive promotional credits for any remaining time on their existing plans when switching to Jump.
Jump’s AI technology is specifically designed for financial advisors — easy to use, fully integrated across the wealthtech ecosystem, customizable to each professional’s style, and developed with a strong focus on security, compliance, and privacy.
The company maintains a 98% customer satisfaction rating, has been named an “Overall Category Leader” by Oasis Group, and holds #1 rankings in Kitces and T3 advisor surveys for adoption and satisfaction.
Mobile Assistant users now gain access to Jump’s full AI platform, offering tools for pre-meeting preparation, CRM and financial planning updates, follow-up automation, and AI-powered search. Upcoming features will include advanced insights and agentic workflows designed to uncover and act on new revenue opportunities — further accelerating advisor growth.