John O’Connell Featured in RightCapital Blog: How to Evaluate WealthTech AI for Financial Advisors

John O’Connell was featured in this blog post from RightCapital discussing The Oasis Group’s AI WealthTech Map, which highlights “AI-first firms solving wealth technology problems.” Furthermore, nearly every month brings an announcement of an existing platform incorporating a new AI feature, such as RightCapital’s Smart Import, introduced in March 2026.

John also shared his expertise on evaluating AI WealthTech, noting that it’s easy to be impressed by each tool you evaluate – especially if you haven’t yet seen the practical value of AI in real life. John stated, “Every one of these tools looks impressive…Do not go into a demo with rose-colored glasses.” To avoid signing up for every exciting service, O’Connell recommends attending a demo with a detailed list of your firm’s specific requirements. Be sure to ask questions and see examples within the software that address your unique use cases and challenges.