John O’Connell joins a roundtable discussion for Financial Planning Magazine where he weighs in on the cybersecurity questions that financial advisors should ask technology vendors and how advisors can determine which provider offers the best data protection when everyone has the same SOC 2 report.
Do you own your data? That may sound like a strange question.... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
The Department of Homeland Security has set up a page warning of... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
In this article from MarketWatch, John O'Connell provides examples of AI deepfake... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
Prep for ransomware attacks or be ready to pay the price. Ransomware... read more
The Oasis Group's latest research report on AI Note Takers was featured... read more
