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Jump Integrates FMG Content Into Advisors’ Post-Meeting Workflows

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Jump Integrates FMG Content Into Advisors’ Post-Meeting Workflows

Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial services professionals, announced its integration with FMG Suite (“FMG”), the leading marketing and growth platform for financial advisors, insurance professionals and enterprises. Built through FMG Connect, the workflow surfaces relevant, compliance-approved FMG content based on client conversations for advisors to review and use in post-meeting follow-up.

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“Client conversations often raise questions that deserve more attention after the meeting, but finding the right resources takes time,” said Parker Ence, chief executive officer and co-founder of Jump. “Our integration with FMG will help advisors find relevant, firm-approved content based on what their clients actually discussed. Advisors can spend less time searching for materials and provide more thoughtful follow-up, while deciding for themselves what to share.”

For example, if a client raises questions about retirement income during a meeting, Jump could surface an FMG educational resource on that topic for the advisor to review and consider including in a post-meeting follow-up. The advisor decides whether the material fits the client’s needs and whether to send it, retaining control over the communication.

The milestone builds on FMG’s recent introduction of FMG Connect, the integration and orchestration layer that allows external advisor tools to connect with FMG. Jump was one of seven early-access partners developing integrations. The new workflow advances that work into a concrete meeting-to-marketing experience.

“Finding the right content is easier when it starts with the conversation an advisor just had,” said Michelle Feinstein , chief product and strategy officer at FMG .


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