The most valuable data inside an accounting firm doesn’t sit in the general ledger or the CRM. It lives in the thousands of client conversations happening every week, in the plans clients mention in passing, the problems they confess, and the businesses they are thinking of starting.
Jump, an AI platform built for financial professionals, announced it has joined the Information Technology Alliance (ITA) as a Technology Partner, helping the profession’s technology leaders put that data to work.
ITA is a highly regarded international not-for-profit association of leading consulting and VAR firms, CPA firms, and technology product and service providers. Its members are the CIOs, innovation leaders, and advisors who decide what technology the profession’s top firms trust. As a Showcase Technology Partner, Jump will contribute educational programming, member-only content, and hands-on guidance for firms adopting AI compliantly and firm-wide.
“The primary focus of ITA is to provide an independent forum for leading IT business owners to exchange information, share best practices, assess the current status and future direction of the profession, and thereby to improve their overall business results,” said Geni Whitehouse, President of ITA. “In becoming a Technology Partner member in ITA, Jump has shown that they are committed to being part of the long-term success of their business partners and their end user clients.”
“Ask any firm what happens when a senior partner retires. Decades of client knowledge walk out the door,” said Naomi Owotumi, GM of Accounting Solutions at Jump. “Jump makes sure that never happens again. We capture what’s said in every client conversation and turn it into something the entire firm can use: cross-sell opportunities surfaced before they go cold, coaching for the next generation of staff, consistent service across every office, and institutional memory that stays put. ITA’s members are exactly the leaders we built this for.”
Jump’s approach is already proven at scale. More than 45,000 financial professionals use the platform, saving one to three hours a day on meeting administration and identifying 2.5 times more growth opportunities. At the same time, firm leaders gain analytics on client trends, revenue signals, and service quality that were previously invisible. Built for regulated industries, Jump pairs enterprise-grade security and configurable compliance controls with more than 40 integrations across CRM, financial planning, and practice management systems, so intelligence flows into the systems firms already run on rather than another dashboard to check.
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