John O’Connell was featured in this article from Barron’s Advisor covering how financial advisors are using AI in their practices: “The No. 1 AI application for most RIAs is note taking. The second big use case among RIAs is client communications. What we’re finding is that a lot of advisors use either ChatGPT or Claude, or in some cases Perplexity, to write to clients.”
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
In this article from Wealth Solutions Report, John O'Connell weighs in on... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
John O'Connell authored this article in Wealth Solutions Report where he dissects... read more
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,... read more
Check out John O'Connell's bylined article published in Advisor Perspectives by VettaFi,... read more
John O'Connell was quoted in this article from WealthManagement.com that discusses the... read more
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
