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How AI is raising client expectations of financial advisors
Summary by The El Paso Editorial Desk Stacker , as published by KVIA ABC-7
· August 21, 2026
· 1 min read
Photo: KVIA ABC-7 · view original
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Summary created by The El Paso Editorial Desk — automated, rule-governed Byline on source page Stacker, as published by KVIA ABC-7 Original story Read at the source Source published Aug 21, 2026 Indexed here Aug 21, 2026 AI assistance Automated summary drawn from the source’s own published text Prepublication human review No — editorial rules, flagged-item review, and published samples
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Key points Further details on the use of AI in financial advising are available, including findings from a survey by Orion and the experiences of financial advisors like Sarah Cicero. Financial advisors are using AI assistants to improve client meetings.
Financial advisors are using AI assistants to improve client meetings. Clients may not notice the AI presence, but they are seeing benefits. Advisors with high emotional intelligence are driving more positive sentiment among clients.
A report by Jump found that emotionally intelligent advisors have nearly twice the sentiment lift of their peers. Advisors are using AI for tasks such as note-taking and automated documentation, freeing up time for more important aspects of client meetings.
Further details on the use of AI in financial advising are available, including findings from a survey by Orion and the experiences of financial advisors like Sarah Cicero.
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Category: News Published: August 21, 2026 Source: KVIA ABC-7 Reading time: 1 min
Frequently asked about this story
What is this story about? Financial advisors are using AI assistants to improve client meetings. Clients may not notice the AI presence, but they are seeing benefits. Advisors with high emotional intelligence are driving more…
When was this published? This article was first published on August 21, 2026 by KVIA ABC-7 and curated for The El Paso readers.
Who reported this story? This story was reported by Stacker at KVIA ABC-7. To learn more about how The El Paso selects and reviews stories, see our editorial standards .
Where can I find related coverage? See more News coverage from The El Paso, or browse our daily briefing and topic hubs .
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