Jump Introduces AI-Assisted, Real-Time Account Opening with Schwab Advisor ServicesTM and Fidelity

SALT LAKE CITY--(BUSINESS WIRE)--Jump, the leading provider of artificial intelligence (AI) solutions for advisors and financial services professionals, today introduced AI-assisted, real-time account opening, enabling advisors to move from a client conversation to a completed, validated and signed account opening workflow all within the time it takes for a typical advisor-client meeting. Account opening has traditionally required advisors and operations teams to move among client forms, CRM re