Jump's Microsoft Teams integration approved for LPL Financial

We’re excited to share that Jump’s Microsoft Teams integration is now approved for use by LPL Financial. This update makes it even easier for LPL advisors to run smarter, faster meetings with trusted AI support – automating notes, streamlining tasks, and syncing workflows across the tools they use every day. Connect Microsoft Teams in Jump's Integrations tab to start using it today.

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Exciting to see this next step for Jump! The Microsoft Teams integration will make it even easier for advisors to work smarter across platforms. Innovation that helps our community serve clients better is always a win. 👏

Sudhee Chilappagari

Software & AI @ Battery Ventures

1w

Manik Gupta your team will love this integration! cc Parker Ence

Mike Levine

Founder | AI-Integrated Learning Architect | Scaling Human Performance Across Sales, Leadership & Culture

1w

Congrats!

Stephen Chien

Head of AI Advisor Solutions

1w

Congrats team!

Jack Casady ⚓️

Marketing Nerd for Financial Advisors | Dad | Hands-On Builder | “Jack” of all trades | Master of Making the Impossible Work

1w

WOW!

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This is a huge time saver! Exciting!

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