New collaboration provides Diversify advisors access to cutting-edge automation that enhances client meetings, documentation, and follow-up.
Diversify, the advisor-founded and advisor-led wealth management platform, has announced a new partnership with Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers. Through this collaboration, Diversify advisors now have access to Jump’s suite of intelligent tools.
“We are excited about Jump as the next step in our relentless pursuit of ways to make advisors’ lives easier,” said Stuart Matheson, Chief Strategy Officer at Diversify. “In the year since we began piloting Jump, we have seen a significant amount of excitement and adoption amongst our advisors. We’re also proud to partner with another Utah-based company making a national impact—proof that Utah continues to lead in business and technology.”
“This collaboration makes it easier than ever for advisors to harness the power of AI in their daily workflows,” said Parker Ence, Chief Executive Officer and Co-Founder of Jump. “Jump seamlessly captures and organizes key client information—from meeting notes and tasks to compliance documentation—so advisors can reduce administrative burdens and stay focused on what matters most: their clients. We’re excited to expand access to this capability through our partnership.”
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The results are already evident for advisors in the field. “Jump has been great for my productivity,” said Ruben Villorio, a wealth advisor at Diversify. “It takes care of the tediousness of note-taking and allows me to focus on the more meaningful parts of my job, like building trust and ensuring my clients’ needs are met. Now I can get more done in less time.”
Jump is one more way Diversify is helping advisors do what they do best—serve clients—by removing barriers and delivering world-class support and resources.
Diversify is a national, advisor-founded wealth management firm that delivers a comprehensive suite of services including operations, compliance, technology, marketing, and investment management to advisors across the country. With a fiercely independent spirit and an anti-private-equity approach, Diversify empowers advisors to grow their firms on their own terms.
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