Article, Peaks Perspective
How AI Is Rewriting the WealthTech Vendor’s Business Model
You signed a contract for an AI feature priced like software has...
Article
John O’Connell Featured in Wealth Solutions Report: Beyond Integration: Why Wealth Management Is Embracing Tech Orchestration
John O'Connell was recently quoted in Wealth Solutions Report on why...
Uncategorized
John O’Connell Featured in Financial Advisor Magazine:Protecting Client And Firm Data With Claude Teams
John was recently published in Financial Advisor Magazine. His article focused on...
Article
John O’Connell Featured in Financial Advisor Magazine: You Are Not Your Clients Document Vault
Recently, John O'Connell published an article in Financial Advisor Magazine. The article...
Article, News
John O’Connell Published in Advisor Perspectives by VettaFi: How Smaller Firms Can Achieve Data Lineage with Simple Agents
John O'Connell authored this article for Advisor Perspectives by VettaFi, covering how...
Peaks Perspective
How Smaller Firms Can Achieve Data Lineage with Simple Agents
Data lineage isn't about expensive technology. It's about answering three straightforward questions...
Webinar
Webinar with Zocks: AI Without the Risk: Compliance Best Practices for Financial Professionals
John O’Connell, Mark Gilbert of Zocks, Stacie Craddock of Integrated Compliance Advisors,...
Speaking
John O’Connell Leading a Panel and CTO Think Tank at 2025 Wealth Management EDGE Conference
John O'Connell will be leading a panel on AI and data, as...
Webinar
Webinar with Softlab360: Leveraging Machine Learning for Client Insights and Competitive Advantage, with John O’Connell & Henry Zelikovsky
In this insightful webinar replay featuring John O'Connell and Henry Zelikovsky of...