John O’Connell Featured in Family Wealth Report on Hottest AI Use Case For Advisors
John O'Connell2024-06-25T20:32:03+00:00
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John O'Connell
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AI, Compliance, Cybersecurity, Data Management, Future of Fintech, Practice Management, Risk Management, Technology
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The Oasis Group CEO John O’Connell was featured in this article from Family Wealth Report covering the hottest AI use cases for advisors, where he explains how AI note-taking apps can cut post-meeting time by as much 70% for financial advisors. He also discusses data security and privacy, compliance and cybersecurity considerations, and more.