Osaic has partnered with Jump and Zocks, both AI-powered platforms for advisors, to streamline its wealth management workflows.
As an official technology vendor for Osaic, Jump is said to help the wealthtech enhance compliance and alleviate administrative load, while enabling it to effectively handle an expanding client base.
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The partnership with Jump also brings to Osaic’s financial professionals AI-assisted note-taking capabilities for precise documentation.
Osaic chief data officer Clayton Chandler said: “Partnering with Jump represents another step forward in that commitment. By integrating Jump’s AI capabilities, we’re giving advisors the tools and efficiency they need to work smarter, not harder—so they can dedicate more time to building stronger client relationships.”
As an AI assistant for advisors, Jump is said to help RIAs, broker-dealers, and enterprise teams reduce meeting administration by up to 90%.
The platform automates various tasks, including meeting preparation, note-taking, compliance documentation, CRM updates, client communications, financial data extraction, and follow-up activities.
The AI assistant is fully customisable, seamlessly integrating with existing technology stacks.
Jump CEO and co-founder Parker Ence said: “We are proud to bring Jump’s leading advisor AI capabilities to support Osaic’s goal of providing the best technology, resources and services to their financial professionals so they can focus on their clients.
“Advisors who use Jump daily save hundreds of hours each year, stay more engaged with their clients and deliver a better overall client experience through AI-enhanced meeting workflows.”
Since its inception in 2023, Jump has raised a total of $24.6m, including a $20m Series A funding round last month.
Additionally, Osaic also incorporated Zocks’ AI-driven Client Intelligence Platform, which automates the capture of crucial information.
The integration of this platform is said to streamline the wealthtech’s workflows and improve client engagement.
