How AI is Transforming Client Outcomes in Modern Business

How AI is Transforming Client Outcomes in Modern Business with Parker Ence from Jump.AI

The financial advisory world is at a major inflection point. Artificial Intelligence (AI) isn't a futuristic concept anymore; it's a transformative force reshaping the advisor-client relationship in real-time. In a recent episode of the Resilient Advisor Podcast, Jay Coulter sat down with Parker Ence of Jump.AI to discuss how AI is creating better client outcomes, preparing firms for the great wealth transfer, and empowering advisors to build stronger, more efficient practices.

This conversation is packed with practical insights you can use today.

The AI Wave Is Here and Adoption Is Exploding

Advisors are busier than ever, so why should they focus on AI now? The numbers speak for themselves. Jump.AI, a platform using generative AI to streamline the meeting cycle, has seen explosive growth since its launch in early 2024, now serving over 16,000 advisors with 2,000 more joining every month.

This rapid adoption signals a fundamental shift. AI is not just another tool; Parker Ence describes it as a change as transformative as the internet or smartphones. The platform tackles one of the biggest time sinks for advisors: the pre- and post-meeting administrative load, which consumes about a third of the average advisor's week. By automating tasks like updating the CRM, drafting follow-up emails, and organizing notes, AI is freeing up hours of valuable time.

The "Iron Man Suit": How AI Creates Better Client Outcomes

What makes today’s AI so powerful? Unlike older versions that required perfectly clean, organized data, this new wave of generative AI excels at handling "messy," unstructured data—the very fabric of an advisor’s day, from client conversations and emails to complex documents.

Ence uses a powerful analogy: an advisor armed with AI is like showing up to a meeting with an "Iron Man suit" This suit helps them:

1. Prepare better by surfacing key details from past interactions.

2. Be more present by capturing every important point without frantic note-taking.

3. Follow up faster and more accurately, ensuring nothing gets missed.

   
   

This isn't just a theory. A fascinating A/B test conducted with a large RIA found that advisors using Jump delivered 20% to 50% more client deliverables, like financial plans, than their non-AI-using peers.

Engaging the Next Generation in the Great Wealth Transfer

With an estimated $85 trillion set to transfer between generations, connecting with younger clients is critical. However, many advisors struggle to engage the next generation, who have grown up expecting a seamless, digital-first experience. This is where advisors who fail to adopt AI risk losing entire families.

AI offers a solution by enabling a hybrid model of human connection and digital

engagement. This new generation is used to getting instant answers from tools like ChatGPT. AI can help advisors meet these expectations with digital tools for off-hours questions while preserving the invaluable human relationship for life's biggest decisions. Furthermore, AI can provide advisors with data-driven insights and reminders to ensure they are effectively and consistently engaging their clients' children and grandchildren.

The Compounding Advantage of the Digital-First Advisor

Imagine starting a firm today. You would build it with the best technology available. That’s the mindset of a "digital-first advisor." Even a few years ago, the process was manual. Now, AI can create a pre-meeting briefing that reminds you to ask about a client’s new puppy or their recent vacation to Hawaii—details that make a client feel like they are your only one.

After the meeting, what once took an hour of administrative work can now be done in 5 to 10 minutes. While these efficiencies might seem small today, they compound over time. Ence warns that over a five-year period, the gap between advisors who embrace these tools and those who don't will become immense.

The Future is Human, Amplified by AI

A common fear among advisors is that AI will take their jobs. Parker Ence argues that while AI will certainly threaten advisors who only offer basic portfolio management, it will never replace the deep, trusted human connection clients crave for complex financial decisions.

In a world that is becoming increasingly artificial, authentic human connection will be more valued than ever. The true role of AI is to handle the administrative, manual tasks you don’t enjoy anyway, freeing you up to focus on what you do best: building relationships, providing strategic guidance, and being a trusted coach for your clients.

The message is clear: the time to act is now. Don't wait for the technology to perfect itself. Start experimenting, find the right partners, and evolve with these powerful capabilities. Your future firm will thank you for it.

At Titleist, our TAM360 platform enables advisors to use an AI enabled, digital first, tightly integrated platform to serve their clients. Jump is just one of the tools that are part of our package.

To learn more visit the Titleist Advisor Network.

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Titleist Asset Management, LLC (“TAM”) is registered with the SEC as an investment adviser. TAM’s affiliate, Titleist Capital, LLC (“Titleist Capital”), is registered with the Securities and Exchange Commission (“SEC”) as a Broker-Dealer and is a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation. TAM does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services

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