Jump, the leading provider of AI solutions for advisors and financial services professionals, has announced its integration with FMG Suite, 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.
Jump has announced its integration with FMG Suite, built through FMG Connect.
The workflow surfaces relevant, compliance-approved FMG content based on client conversations for advisors to review.
Advisors retain control over whether to send the material to clients.
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 through FMG Connect.
The integration is now available to all Jump users.
"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."
"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. "By connecting FMG's content with meeting context from Jump, we're helping advisors identify relevant resources in real time and decide how best to use them in their client communications."
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.
The integration extends Jump's ability to turn meeting intelligence into action across the advisor technology ecosystem, helping advisors use insights from client conversations to guide ongoing engagement.
About Jump
Jump is the leading AI platform for advisors and financial professionals, trusted by firms of all sizes — including LPL Financial, Focus Financial, Allianz, Manulife, Osaic Wealth, Cetera Financial Group, Equitable, and Northwestern Mutual. Built for the entire client lifecycle, Jump helps firms elevate every interaction, onboard clients in minutes and grow their business through tailored insights and automated workflows. Ranked #1 in advisor satisfaction and adoption by T3, Kitces and The Oasis Group, Jump sets the standard for compliant AI.
About FMG Suite
FMG Suite is the leading marketing and growth platform for financial advisors, insurance professionals, and enterprises, empowering them to scale compliant, client-centered marketing that drives organic growth. Trusted by more than 80,000 financial professionals reaching over 45 million U.S. investors, FMG is consistently ranked number one in market share and customer satisfaction in the T3 Software Survey Report and has been recognized by WealthManagement.com as Best Marketing Automation Platform.
