John O’Connell Featured in the Salesforce AI Playbook: Redefining Wealth Management for the Future

John O’Connell Featured in the Salesforce AI Playbook: Redefining Wealth Management for the Future

John O’Connell was featured in Salesforce’s AI Playbook, discussing the wealth management industry’s embrace of AI: “The importance of AI in wealth management is being increasingly recognized, offering unprecedented opportunities for efficiency, firm growth plans, and client service.”

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