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John O’Connell Interviewed by Wealth Management at 2026 T3 Conference: From AI Curiosity to Implementation: How Firms Should Evolve Their Strategy

John O'Connell The Oasis Group

John O’Connell Interviewed by Wealth Management at 2026 T3 Conference: From AI Curiosity to Implementation: How Firms Should Evolve Their Strategy

John O’Connell shares why wealth management is entering a new phase of AI adoption, moving from experimentation to full-scale implementation, in this WMTV video interview with Wealth Management at the 2026 T3 Technology Tools for Today Conference.

John outlines how firms can assess their position on the AI maturity curve, build governance frameworks, and identify use cases that drive real business impact. He also explains how AI will reshape the middle and back office, why the advisor-client relationship will remain central, and what firms must do now to stay competitive in a rapidly evolving landscape.

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