Description

A dynamic presentation exploring how agentic AI is transforming advisor workflows and enterprise engagement. Parker Ence, CEO of Jump, will share insights on industry adoption and how Jump’s AI solutions are reshaping advisor productivity. Clayton [last name, title] of Osaic will walk through a real-world use case, highlighting measurable impact across time savings, AUM growth, and advisor experience. Together, they’ll reveal what’s next—from deeper integrations to data-driven advisor acceleration. The session concludes with a live Q&A moderated by Greg O'Gara.