Boost your efficiency & client engagement with AdvisorEngine + Jump

Join Jump and AdvisorEngine in a discussion and demonstration around how to leverage integrated AI capabilities to transform the advisor-client experience.

We'll explore how to:

• Enable advisor performance through AI note taking
• Boost operational efficiency by automating CRM updates
• Feel confident about data protection & privacy

By attending this webinar, we know you will enjoy learning actionable ways AI can strengthen relationships, streamline operations, and scale your practice—without losing the personal touch.

Speakers:

• Kathy Crowley, Business Development, AdvisorEngine
• Jamie Kulik, Head of Partnerships, Jump
• Nathan Tailleur, Senior Onboarding Specialist, Jump