John O’Connell Featured in ThinkAdvisor: Avoid This Mistake When Deploying AI Agents
The latest white paper from The Oasis Group, ‘Agentic AI in Wealth Management: Why Strong Processes Are the Foundation of Safe Adoption’, was featured in this article from ThinkAdvisor. John O’Connell is quoted, discussing how AI agents amplify whatever process they are given, whether good or bad. This means that wealth managers must ensure that their processes are robust, well-documented, and aligned with both client trust and regulatory expectations. AI agents deliver operational leverage — when processes are explicit, structured and enforced. With strong standard operating procedures, firms can achieve faster throughput, consistent compliance and client experiences that set them apart.
