In this Swift Chat video interview and podcast, John O’Connell joins Marie Swift of Impact Communications to dig into predictions for 2026 when it comes to AI and technology for wealth managers, investment advisors, and financial planners. They cover AI Meeting aids, Agentic AI, Brand Voice Guidelines and custom GPTs, prompt engineering, and much more. ​

John and Marie will both be at the 2026 T3 Technology Conference happening in New Orleans March 9-12, 2026. John will also be doing a live Agentic AI demonstration from the stage on Monday, March 9 as a part of T3’s AI University, a daylong experiential and engagement opportunity that will open your eyes to a wider array of AI and tech applications. Click here for discount codes to the industry’s leading fintech conference.