Director of Insights
Jump
Liam Hanlon is Head of Insights at Jump, the AI Meeting Assistant for Advisors. He leads the team that analyzes over one million advisor-client conversations annually to extract behavioral and predictive insights that drive advisor performance, client outcomes, and firm strategy. Liam translates conversation patterns into actionable intelligence and partners closely with product and design to embed insights directly into the Jump advisor experience.
Prior to Jump, Liam spent seven years at EY in the Wealth and Asset Management Business Consulting practice, where he focused on designing and conducting experiments on financial products and services to improve key business outcomes.
As AI reshapes the financial landscape, LPL is proving that technology can strengthen the human connection between advisors and clients. In this session, Stephen Chien, Head of AI Solutions at LPL, shares how the firm leverages Jump to free advisors from routine tasks, enhance compliance, and deliver more personalized client experiences. Learn how LPL’s thoughtful approach to AI adoption is helping advisors spend more time where it matters most: with their clients.