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

Every advisor knows the feeling: a great client meeting, a pile of action items, and not enough hours in the day to follow through on all of them. AI has promised to fix that — but most of what’s out there focuses on the back office. What about the moments that actually define the client relationship? Join John O’Connell of The Oasis Group and Babu Sivadasan of JIFFYAI for a candid, forward-looking conversation about a new category of AI built specifically for the advisor-client interaction. Together they’ll explore what “engagement AI” actually means, why the race to build data lakes may be slowing firms down, and how wealth management’s most underserved moment — the space between a conversation and the action it requires — is finally getting the technology it deserves. What You’ll Learn • Why most AI in wealth management targets the back office — and what’s being left on the table • What “engagement AI” means and why it represents a distinct category from productivity or workflow tools • Why locking your agentic workflows inside your CRM or wealth platform is a trap — and what to do instead • The data lake debate: do you need one before you can get started with AI agents, or not? • How real-time, personalized insights — tied to individual portfolios and world events — are changing what advisors can bring to every client conversation • What it looks like when AI eliminates the delay between a client’s question and the answer they need