John O’Connell Interviewed on The WealthTech Podcast: WealthTech Innovation: AI, Data & Integrations
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with John O’Connell to break down what’s really happening at the intersection of AI, data, and modern wealth tech infrastructure. From dirty data and disconnected systems to the rise of AI-first platforms, this conversation gets into what advisors and family offices must do now to stay competitive.
What You’ll Learn:
- Why bad data = bad AI outcomes (and how to fix it)
- Why firms need to own their data
- The shift from AI tools → AI agents → digital workers
- How to think about AI adoption, compliance, and ROI
- Why integration and workflows will make or break your tech stack
