Webinar with Jump: Beyond Notetaking: The Next Evolution of AI for Financial Advisors
Most financial advisors have heard about AI through meeting notetakers – but that’s just the beginning. The real power of AI lies in what happens AFTER the notes are captured. Watch this webinar replay with John O’Connell, founder and CEO of The Oasis Group, and Parker Ence, CEO of Jump, sharing how forward-thinking advisors can move beyond simple transcription and notes to unlock game-changing insights from their client conversations. The two AI experts also discussed:
- The evolution of AI in advisory practices, from basic note-taking tools to intelligent conversation analysis – and why most advisors are still missing the real opportunity
- How to identify trending concerns, predict seasonal conversation topics, and use aggregated insights from conversations to stay ahead of client needs
- How to use conversation intelligence for win/loss analysis, prospecting optimization, and enterprise-level insights, turning meeting data into competitive advantages
- Addressing data privacy concerns, CRM integration strategies, and actionable steps to move from basic AI tools to sophisticated intelligence platforms
This webinar replay is ideal for advisors ready to move beyond basic notetaking and unlock the strategic intelligence hidden in client conversations, practice management teams seeking data-driven competitive advantages, and forward-thinking wealth management firms wanting to transform how they understand and serve their clients.
