Data was collected from client meetings to gain insights into the fears and hopes of clients, giving advisors an edge about how to run their firms.

Financial advisors under pressure to boost revenues and retain business can use AI-driven insights gleaned from client meetings, giving more insights in some cases than from client relationship management (CRMs) systems, a new report finds. 

The sentiments that clients demonstrate during meetings with advisors more strongly predict what plans they agree on and products they adopt than information gleaned from surveys or post-meeting notes, according to a report issued by Jump, a provider of AI solutions for advisors.

Jump collated data from client meetings to arrive at insights to help advisors strengthen their business performance, according to its inaugural Financial Advisor Insights Report. It is based on anonymized meeting data carried out between November 2024 and October 2025. The report shows how advisors’ language and actions during client conversations affect client behavior.

The report highlights Jump’s proprietary Client Sentiment Index™ (CSI), which captures client sentiment before and after advisors influenced the conversation. Scaled from one to 10, average CSI increased from nearly 6.5 to 7.5 consistently throughout the year.

“CSI reliably predicted fear clusters, life-event intensity, product acceptance, and meeting-level outcomes clarifying client behavior beyond portfolio and demographic data,” authors of a report from Jump said yesterday.

In other findings, the report found that advisors in the top tier of emotional intelligence, as measured by Jump's Advisor Emotional Intelligence Score™, tend to drive the largest positive sentiment shifts – and better commercial outcomes. AI-powered conversational intelligence can forecast macroeconomic signals, including US housing inventory, with a one-month lead, it said.

“Jump’s original goal was to reduce meeting administration time by 90 percent while elevating both the advisor and client experience. To a large degree, that has been achieved – advisors are saving two to three hours per day,”d Parker Ence, chief executive officer of Jump.” This is massive progress, but the next step is just as exciting. We are delivering AI-powered insights to help advisors convert more clients, grow managed assets faster and most importantly, better help clients achieve their goals through higher impact interactions.”

Jump said the analysis reflects information made available through participating firms and focuses on complete, in-session client interactions.

Personally identifiable information is stripped out. Conversational data is stored in an irreversible encrypted, de-identified environment. Insights are generated exclusively from this sanitized dataset; raw text is never exposed or retained, the firm said.

"To build the analytical dataset, we applied a standardized sampling process that evenly distributes meetings across advisors, weekdays, and meeting types. Conversational data is then processed through Jump’s conversational intelligence system, which uses natural-language queries to identify themes, behaviors, life events, product discussions, sentiment markers, and macro-driven topics, the authors of the report said. 

Founded in 2023, Jump provides features that it says save labor: automating meeting preparation, note-taking, recaps, follow ups and CRM updates. More than 23,000 advisors use its platform.