Financial advisors have long faced the same challenge: too much administrative work and not enough time with clients. For years, the industry has chased efficiency — automating tasks, digitizing forms, and streamlining workflows. But JUMP, the AI-powered platform featured in its new whitepaper “From Time Saved to Time Optimized,” argues that the next leap forward isn’t just about saving time. It’s about transforming how that time is used.
At the 2025 Big Sky AI Forum in Bozeman, Montana, Liam Hanlon, Head of Insights at JUMP, shared how the firm is pioneering a new field known as conversational intelligence — the use of AI to analyze advisor-client interactions and reveal what actually drives trust, engagement, and results.
“Our original question was simple—how can we use AI to help advisors save time?” Hanlon said. “Today, that question has evolved to how we help them succeed more in the time they’ve already reclaimed.”
JUMP began with a clear mission: eliminate the hours advisors spend on meeting prep, note-taking, and follow-up so they could reinvest that time in relationships. With more than 19,000 advisors using the platform, the results have been striking. Sixty percent of users report saving over an hour a day, and most redirect that time toward client service and revenue-generating activities.
Now, the company’s focus has shifted from efficiency to effectiveness. By analyzing over one million advisor-client conversations each year, JUMP’s platform identifies behavioral patterns — from talk-to-listen ratios to tone and phrasing — that consistently correlate with better client outcomes. The system transforms those findings into personalized “advisor playbooks” that guide communication in real time, helping advisors listen more, connect deeper, and perform at their best.
Rather than measuring results like AUM or revenue alone, JUMP’s insights reveal the inputs that lead to success — empathy, timing, clarity, and balance. Advisors using the platform receive subtle prompts to adjust tone, simplify language, or ask more open-ended questions, turning every conversation into a learning opportunity.
Hanlon calls it a shift from productivity to performance — and he believes it represents the future of advisor intelligence. “When you understand how your conversations perform,” he said, “you can start designing them for success.”
For wealth management firms, the impact is equally transformative. Leaders can now spot emerging trends directly from advisor-client interactions and coach their teams based on the behaviors that drive results, not just the numbers that follow. It’s a new layer of intelligence — one that turns everyday dialogue into strategic data.
As the whitepaper emphasizes, the future of advisor technology won’t be defined by automation, but by augmentation — where AI becomes a trusted partner that listens, learns, and helps every advisor show up as their best self in every interaction.
Produced in partnership with Digital Wealth News and , this whitepaper explores how AI is not just helping advisors save time—it’s redefining how they create it.
Download the full whitepaper below and see how JUMP is transforming conversation into the next frontier of advisor intelligence.
