Скачать или смотреть AI Insights: Self awareness in Advisors | Parker Ence, Jump AI

In this episode of @TheWealthTechPodcast , host Mark Wickersham sits down with Parker Ence, CEO and Co-Founder of Jump, to explore how AI is enhancing the human connection for advisors.

🎧 Listen here: https://www.buzzsprout.com/2392677/ep...

📢 Connect with Us:
🔗 Parker Ence:   / parkerence  
🔗 Jump AI: https://jump.ai/
🔗 Mark Wickersham:   / markwickersham  
🔗 Asseta AI: https://www.asseta.ai/

About Parker Ence
Parker Ence is the CEO and Co-founder of Jump AI, the leading Advisor AI solution for financial advisors. Parker is a 4x technology CEO with experience in fintech, data, AI and briefly at Google Cloud AI.

Parker received an MBA from Stanford Graduate School of Business and a bachelors in Economics from the University of Utah.

About Jump Advisor AI
Jump is the industry’s leading advisor AI solution, enabling registered investment advisor (RIA), broker-dealer, and enterprise teams to cut meeting admin by up to 90% while elevating the advisor and client experience. Jump automates meeting prep, note taking, compliance documentation, CRM updates, client recap email, financial data extraction and follow-up tasks, allowing advisors to process meetings in just five minutes – not 60. Jump is made for advisors,100% customizable, deeply integrated with the tech stack and designed with safety and compliance in mind.

About The WealthTech Podcast
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.

Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.

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