John O’Connell Featured in Wealth Management: 20 Questions to Ask in Every WealthTech AI Demo
John O’Connell recently wrote in WealthManagement.com about why firms keep making expensive wealth tech mistakes: every AI tool looks impressive in a controlled demo where the data is clean, the workflow is choreographed, and the edge cases your firm would actually hit never surface, so the real trap is letting the vendor set the agenda and finding the gaps only after signing a multi-year contract. His fix is to walk in with your own requirements and work through questions top-down, because the answers only matter in order, start with governance, then architecture . His most revealing test is “turn it off”, if you disabled the AI, what remains, and where is the human in the loop before anything reaches a client.
