Jump, a leading artificial intelligence (AI) operating system for financial advisors and financial services firms, has announced an expanded partnership with Perennial Financial Services (“Perennial”), a next-generation registered investment advisory (RIA) platform focused on empowering independent advisors nationwide. As part of the enhanced collaboration, Perennial has deployed Jump’s ‘Operate’ solution firmwide, unlocking capabilities such as AI Intake Forms, Document Intelligence, and advanced pre-meeting preparation tools.
Perennial, which first partnered with Jump in 2024, has steadily integrated the platform into its advisor value proposition. The firm leverages AI-powered workflows as a competitive advantage in recruiting advisors transitioning from larger institutions. This latest expansion reflects a broader industry movement toward fully embedded operational automation, moving beyond standalone AI insights. Jump’s platform enables advisors to automate critical workflows throughout the client lifecycle—from preparation ahead of meetings to post-meeting follow-ups—helping reduce administrative workload while improving consistency and service delivery.
“Operate is what allows us to act on everything happening in client conversations,” said John Petrick, senior managing director at Perennial. “By automating intake, documentation and follow-through, it removes the operational burden that advisors are used to at legacy firms. That’s a meaningful differentiator for us – it enables our advisors to work more efficiently and deliver a higher level of service to their clients.”
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The announcement builds on Jump’s recent introduction of Operate, an extension of its AI operating system designed to bridge the gap between insight and execution. While many firms have adopted tools to capture client data, fewer have successfully operationalized that information at scale. Early adoption by organizations such as Perennial underscores growing demand for integrated AI solutions that streamline back-office operations, automate follow-through tasks, and enhance advisor productivity.
“Firms today aren’t just competing on brand or fees – they’re competing on infrastructure,” said Parker Ence, co-founder and chief executive officer of Jump. “Perennial understands the potential for using AI to automate manual back office workflows and turn client conversations into action will ultimately drive unprecedented advisor productivity and client outcomes. With Jump Operate, they’re equipping their advisors with the tools to eliminate that manual work and execute at a higher level.”
A key component of the rollout is the introduction of AI Intake Forms, enabling advisors to collect structured client information through a secure, branded digital experience delivered via email. When combined with Jump’s Document Intelligence and CRM automation capabilities, the solution accelerates post-interaction workflows and ensures greater accuracy in client data management.
“Having led the evaluation and onboarding of Operate, it was clear this addressed the vast majority of what we’ve been looking for across the business,” said Kenji Martinez, chief technology and artificial intelligence officer at Perennial. “It creates a more connected flow of information across the business – from intake through follow-through – ensuring our advisors are consistently prepared, organized and able to respond to clients more efficiently.”
The expanded partnership comes at a pivotal moment as AI-powered workflow automation becomes increasingly essential across the independent advisory landscape. Firms aiming to attract and retain top-tier advisor talent are prioritizing integrated technology platforms as a core differentiator, positioning solutions like Jump as critical enablers of scalable growth and enhanced client outcomes.
