Depending on the business structure your clients have chosen and the state they are registered in, they may be required to hold an annual meeting and record minutes. Let’s take a moment to discuss ...

The wealth management industry is a client relationship-centric business and communication plays a key role in strengthening client relationships. The client communication has further gained ...

Turn handwritten meeting pages into tasks and knowledge with Claude Cowork, which integrates Apple Notes and ClickUp for ...

Do you still get nervous about client meetings? It happens to the best of us. Every meeting is different, and you can never be entirely sure what the end result will be. But, of course, you would be a ...

Find out if Jump is right for your business ...

As a result of the integration, mutual users can leverage Jump's AI technology to capture and process client meetings, automatically extracting prioritized insights and intelligently suggesting ...

Your teams’ meeting results belong to your business. Employees get paid to work through problems, make decisions, come up with new ideas, and commit to action. Teams meet to get those results, and yet ...