Asset-Map Holdings, Inc. ("Asset-Map"), the premier visual financial planning conversation tool for advisors, today announced its new integration with Jump, a leading provider of artificial ...

First-of-its-kind analysis of conversational metadata uncovers how sentiment, advisor emotional intelligence and communication dynamics directly shape client behavior and financial outcomes Jump, the ...

Conversations are the backbone of what financial professionals do with clients. So how do you make those conversations more compelling? By being mindful of substance and structure. Barrett Kemp, vice ...

The financial industry now sees the data produced in client interactions as an asset, instead of a by-product of their work. It’s a subtle shift in thinking, but an important one as advisors look for ...