LeapWho provides artificial intelligence tools to financial advisers, has raised $ 20 million in new funding.
“This investment highlights the growing demand for AI tools specific to advisers who rationalize administrative tasks and allow finance professionals to raise the experience of advisers and customers,” said the company in a Monday, February 3 . press release.
The AI assistant AI of Jump fits into the workflows of advisers, the automation of tasks such as the preparation of meetings, the notation, documentation of compliance, updates to customer relations management, Supervision of financial planning data and customer follow -up, according to the press release.
Company technology also integrates with existing advisor tools, such as Zoom,, Teams,, Dirty,, Wealth And Red -tailThe press release said
Jump will use new financing to accelerate product innovation, “build a constant continuation of AI workflow specific to advisers and agentic work outings”, according to the press release. In addition, the company will extend sales and support to meet market demand.
AI emerges as a force in the commercial process automation. Companies adopt AI to automate repetitive tasks as well as More complex processes such as compliance monitoring, fraud detection and optimization of the supply chain, using tactics such as the combination of robotic processes automation (RPA) with AI for rationalize workflows.
“The back office has long been neglected In conversations on innovation, but its transformation is no longer optional, ”wrote Pymnts in January. “With growing uncertainty, regulatory complexities and competitive pressures, companies seek The means of rationalizing operations, improving decision -making and unlocking efficiency. »»
For decades, The financial function has served as an operational skeleton of the company, but not without challenges. Manual data entryReconciliation and reports constitute most of the workloads, employees often taking hours to navigate in disjointed systems.
These ineffectures are worse for small and medium -sized enterprises (Pum), which often do not have the resources for large -scale financial teams or advanced tools.
“The AI offers a convincing solution by automating repetitive tasks, improving precision and providing real -time information,” wrote Pymnts. “Although the automation tools have existed for years, the addition of AI transforms them into dynamic systems capable of learning, adapting and discovering the models that humans could miss.”
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