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From Insight to Action: How Engagement AI Is Redefining the Advisor-Client Experience

The future of wealth management AI isn't in the back office—it's in every advisor-client conversation.

Every great client meeting creates momentum. But too often, valuable insights get buried under notes, follow-ups, and manual tasks.

In this thought-provoking discussion, John O'Connell, CEO & Founder, The Oasis Group, and Babu Sivadasan, Founder & CEO, JIFFYAI, explore how Engagement AI is transforming the moments that matter most—helping wealth firms unify data, uplift advisor-client experiences, and unlock advisor capacity.

In this on-demand webinar, you'll discover:

1 Why wealth management's biggest AI opportunity extends beyond back-office automation
2 What Engagement AI is—and why it's emerging as a new category for advisor-client interactions
3 How to bring unified, real-time intelligence into every client conversation
4 Practical considerations for agentic AI, CRM workflows, and AI-ready data strategies
5 How leading firms are turning conversations into action—faster and more intelligently

Whether you're evaluating AI for the first time or refining your firm's strategy, you'll gain practical insights into where advisor-focused AI is headed—and how to prepare for what's next.

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