Women in Insurance & Financial Services Partners with Jump to Support Women in Finance Through AI Innovation

Jump WIFS AI Partnership launches on National AI Day to bring artificial intelligence tools to women in financial services. This collaboration helps financial advisors—especially women—leverage technology to strengthen client trust and improve wealth-transfer conversations.

Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership with Women in Insurance and Financial Services (‘WIFS’), the preeminent organization devoted to attracting, developing and advancing women in the industry. Coinciding with National AI Day, this collaboration brings cutting-edge technology directly to WIFS members – supporting the organization’s mission to empower women in an underrepresented industry.

The partnership comes at a pivotal time: 70% of heirs – most often women – switch advisors after inheriting wealth. With women playing an increasingly central role in financial decision-making, it’s essential to equip advisors with tools that foster trust and retention. Jump’s AI analyzes thousands of advisor-client meetings to identify what drives successful wealth-transfer conversations. By partnering with Jump, WIFS is empowering women advisors with insights to build stronger, longer-lasting client relationships.

“WIFS is proud to partner with Jump to bring meaningful innovation to our members,” said Sue Kuraja, president of WIFS. “Technology has the power to unlock more time and potential for women in financial services, and this collaboration reflects our commitment to equipping them with tools designed to help them lead and thrive.”

The Jump WIFS AI Partnership helps advisors automate compliance tasks and unlock insights from client meetings using machine learning.

Through this partnership, WIFS-affiliated advisors will receive access to Jump’s platform, which automates meeting prep, notetaking, compliance documentation, CRM updates and post-meeting follow-up. Jump will also be featured at the WIFS National Conference, showcasing how safe, compliant AI can reduce administrative burden and help advisors spend more time doing what matters most – serving clients.

“As we celebrate National AI Day, it’s an honor to work alongside WIFS to elevate women in financial services,” said Parker Ence, chief executive officer and co-founder of Jump. “We believe technology should support – not replace – the human element of advice. That’s especially important in building a more inclusive future for our industry.”

Founded in 1936, WIFS has spent nearly nine decades championing women in finance and insurance through mentorship, education and community. The addition of Jump’s AI capabilities provides advisors with a scalable, modern solution to navigate client meetings and back-office work with confidence and efficiency.

To learn more about how Jump can benefit your firm, visit jumpapp.com.

With the Jump WIFS AI Partnership, women financial professionals gain access to AI-driven solutions that promote client retention and equitable industry leadership.