Case Study: Sonmore Financial achieves faster review cycles and same-day follow up with Jump

Sonmore Financial Runs Its Most Efficient Review Cycle Yet With Jump

Sonmore Financial, an Arizona-based firm serving retirees, faced significant inefficiencies in its client review process. The team, led by advisor Matthew Benson, relied on manual workflows and handwritten notes, which slowed down meeting preparation, task delegation, and follow-up. These cumbersome processes created delays and required constant clarification, a problem that became more acute after their paraplanner departed.

By implementing Jump, which integrated with their Quivr CRM, the firm automated note-taking and task delegation. Jump captures meeting discussions, suggests actionable tasks, and automatically assigns them, enabling same-day follow-up. This solution allowed Sonmore Financial to complete post-meeting tasks in just 10 minutes on average. The results included their most efficient review season yet, with faster client follow-up, improved team execution, and the ability to operate smoothly without a full-time paraplanner.

Sonmore Financial

Matthew Benson

Founder and Advisor