John O’Connell Featured in Financial Planning Magazine: Wealth firms should rescue client experience from the margins, experts urge
Technological innovation at wealth management firms often happens around the margins. But wealthtech experts John O’Connell of The Oasis Group, Sharon Rodriguez of HighPeak AI, and Michael Batnick of Ritholtz Wealth Management, speaking at the 2025 T3 Technology Conference, said that improving client experience demands more than just leftover resources – it requires dedicated investment and continuous market research. Financial Planning Magazine recaps the insightful panel from #T32025, led by John O’Connell.
