Connect JumpAI to Milemarker

JumpAI handles automated client onboarding, AI-powered meeting preparation and follow-up and CRM and planning updates automation for wealth management firms. Milemarker connects to it and brings contacts, activities, meeting notes and action items into a data environment your firm owns and governs — not a copy that lives inside someone else's platform.

Overview.

JumpAI handles automated client onboarding, AI-powered meeting preparation and follow-up and CRM and planning updates automation for wealth management firms. Like every system in your stack it holds a slice of the firm — advisors, clients, financial data and meeting notes — under its own export limits, retention rules and terms governing what you may do with your own information. Milemarker starts with that question rather than with a pipeline. We help you establish what your JumpAI agreement permits you to extract, store and reuse, then land contacts, activities, meeting notes and action items over a secure API connection into a Snowflake environment your firm owns and administers, normalized into a model that stays stable even when the systems around it change. From there JumpAI data is no longer a silo. It joins your custodial feeds, portfolio accounting, billing and planning data under one set of rules — row-level entitlements, PII masking and SOC 2 Type II controls you set, rather than the scope any one vendor happens to offer.

How it works.

We start by reviewing what JumpAI holds for your firm and what your agreements permit you to export, retain and reuse. Data then moves over a secure API connection — contacts, activities, meeting notes and action items — and is normalized into a model your firm owns inside its own Snowflake environment. Access is governed there: row-level entitlements, PII masking and audit trails applied per user and per field. From that point JumpAI data can be combined with any other source you hold the rights to use.