Diversify Advisors Gain Access to Cutting-Edge Automation Through New Partnership

Diversify advisors now have access to Jump's suite of intelligent tools, enhancing client meetings, documentation, and follow-up processes. This partnership brings a significant amount of excitement and adoption amongst Diversify advisors, cementing Utah's reputation as a hub for business and technology innovation. By leveraging Jump's AI capabilities, advisors can reduce administrative burdens and focus on building trust with their clients. "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."

Key Takeaways:

• Diversify advisors gain access to Jump's AI-powered tools to automate client meetings, documentation, and follow-up processes.
• The partnership aims to reduce administrative burdens for advisors and enhance their ability to serve clients.
• Advisors can now process meetings in just five minutes, down from 60 minutes, thanks to Jump's automation capabilities.
• Diversify is committed to delivering world-class support and resources to its advisors through this partnership.
• Jump is a 100% customizable and deeply integrated solution with safety and compliance in mind.
• This partnership further solidifies Utah's position as a leader in business and technology innovation.

Statistics:

• 90% reduction in meeting admin time for advisors using Jump.
• Advisors can process meetings in just five minutes with Jump, a significant reduction from 60 minutes.
• The partnership aims to enhance the advisor and client experience through automation and AI capabilities.

Sources:

• Diversify Advisor Network
• Jump
• PR Newswire
• Diversify Advisory Services, LLC (DAS)
• Diversify Wealth Management, LLC (DWM)
• DFPG Investments, LLC
• FINRA/SIPC