Resilient Advisor Podcast Does AI Help With Client Outcomes with Parker Ence from Jump.AI
Sep 26, 2025
Join Parker Ence, co-founder of Jump.AI and innovator in applying generative AI for financial advisors, as he discusses AI's transformative role in enhancing client relationships. He highlights how over 16,000 advisors leverage AI to improve deliverables and streamline administrative tasks. Parker shares insights on engaging younger clients, the importance of balancing AI with human connection, and dispels myths surrounding compliance. Discover how AI can be a powerful ally for advisors aiming to thrive in a digital-first world.
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Unstructured Data Is AI's Breakthrough
- Generative AI can read and write unstructured meeting data that advisors produce daily.
- That ability lets advisors prepare better, capture details, and reallocate time to higher-value client work.
Use AI To Boost Deliverables
- Use AI meeting assistants to increase client deliverables and productivity.
- Jump's A/B test showed advisors using the tool delivered 20–50% more client deliverables than non-users.
Introduce AI Confidently To Clients
- Explain AI as a tool that lets you be more present and improves follow-up to reduce client concerns.
- Be confident and mention benefits like better notes, team follow-up, and improved client service.