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Jump, the popular artificial intelligence-driven notetaking, meeting and communications management platform provider, has added four executives to its leadership team across product, customer experience and strategic growth, as the firm expands its products and moves into new financial services verticals. 

This follows Jump’s $80 million Series B funding raise in February, which the startup intended to use primarily for building out the team.

“We have pretty ambitious goals of what we want to do to bring safe and practical AI to advisors,” said Parker Ence, co-founder and CEO of Jump. “And in order to do that, we have to have the best product in the market. We have to have industry expertise to help the technology be adopted. These hires help us do that.”

Torie Happe, the former head of partnerships at Holistiplan, has joined Jump as vice president of business development. In the newly created role, Happe will be responsible for developing new firm relationships with RIAs, broker/dealers and financial institutions and driving enterprise adoption. 

Jump has added Hannah Springer as head of customer experience, taking over for Peter Olson, who has moved into a new role at the company, adapting the product to new types of financial services professionals. Springer, a former customer operations manager at software company Qualtrics, will lead the team responsible for implementation and support, helping customers get the most out of the product. She’ll also work with customers on customizing their AI outputs and monitoring the product for friction points.

Skyler Bloxham, a former senior vice president of platform strategy at D.A. Davidson, has joined Jump as vice president and head of strategic partnerships, a new role. Bloxham will manage the dozens of partnerships and integrations across custodians, enterprise firms and wealth technology providers. He’ll also work to add new partners. 

The company has also created the new position of senior vice president of product and hired Jarom Chung, a former vice president of product at Lucid Software, for the role. Chung will lead product strategy and development.

Jump recently announced new products, including an AI-powered organic growth engine and Operate, which is helping with back-office workflows. 

The company currently has 30,000 advisors on the platform, but it is also expanding into different types of financial services professionals; for instance, Jump now works with asset managers such as Allianz and Manulife. They may expand into tax advisory, insurance and banking professionals, Ence said.

“We just see this massive opportunity where we believe that generative AI is completely transforming everything about the way that financial services are delivered,” Ence said. “You're going to see some technology companies come up saying, ‘Hey, we're going to try to replace the human advisor completely.’ And we don't think that is the right way to go forward. We think the best way is combining all of the speed and intelligence and power of what AI can bring with the human connection that only a human advisor can bring.”