John O’Connell Featured in Financial Planning Magazine on Easy AI Tools for Advisors
In this article from Financial Planning Magazine, CEO John O’Connell shares that while integrating common AI applications like scheduling and note-taking are worthwhile initiatives, additional value lies in CoPilot applications that can combine data from your CRM and meetings to generate agendas or next best actions for clients based on notes from past client meetings. He also notes how wealth managers need to learn AI today and use it to deliver better and more service to their clients and their heirs in order to protect their firm and reach the next generation of investors.
