recorded Webinar Best Practices

Practical Advisor AI: Current Tools and Future Trends with Jump + Wealthbox

Presented by

Join Jump and Wealthbox to learn how AI is transforming the advisor-client relationship, enhancing productivity, and shaping the future of wealth management. This high-level discussion will explore actionable ways AI can strengthen relationships, streamline operations, and scale your practice, without losing the personal touch.

This webinar will cover:

  1. The current state of AI in wealth management and what’s possible today
  2. How advisors can use AI to build deeper, more personalized client relationships
  3. What the future holds for AI in advisory firms and how to prepare
  4. The risks of AI—from data privacy to misinformation—and how to navigate them safely

Speakers

Liam Hanlon

Head of Insights

Jump

Chris Kopanski

Head of Customer Education

Wealthbox

“For our team, the value of the integration between Wealthbox and Jump is the time savings. What used to be 30-40 minutes of typing meeting notes, organizing tasks, and CRM updates, can now be done in 3-4 minutes.”

Jack Csenge

Wealth Advisor, Csenge Advisory Group

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