Jump AI for Your Financial Business, with Guest Tobin Bennion
Update: 2025-07-14
Description
Jump AI has announced a recent partnership with Osaic, and now is the time to get going with introducing artificial intelligence into your financial practice. Our special guest, The Head of Sales Tobin Bennion from Jump AI, dives into multitude of reasons why you should engage with AI in your practice, and how it can benefit your relationship with your clients.
Learn more about post client meeting workflows, high quality meeting summaries, and how to identify tasks. See if you too can save up to 10 hours per week when you introduce ai.
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