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Integrating AI with financial CRM tools like Wealthbox and Jump enables LPL advisors to automate routine tasks, streamline workflows, and enhance client engagement. This technological synergy not only boosts productivity but also elevates the quality of client service, positioning advisors for success in an increasingly digital financial landscape.
Join Peter Olson from Jump, Stephen Chien from the LPL AI Strategy Team, and Chris Kopanski from Wealthbox as we explore the benefits of pairing CRM with AI in advisory firms.
This webinar will cover:
Speakers
Head of Customer Experience
Jump
VP of Artificial Intelligence Business Strategy
LPL Financial
Sr. Product Specialist
Wealthbox
A recording of this webinar will be available here within the next few days. Check back soon!
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