John O’Connell Featured in Wealth Solutions Report: Beyond Integration: Why Wealth Management Is Embracing Tech Orchestration
John O’Connell was recently quoted in Wealth Solutions Report on why integrating advisory tech stacks hasn’t solved firms’ data problems. According to John, integration moves data between systems, but it doesn’t create intelligence across them. Tools like Zapier sync fields, not behavioral context. Take CRMs and email platforms. They were never designed to work together. So firms get synchronized contact records but lose engagement signals, conversion analytics, and stage-based workflow logic entirely. AI cannot fix this on its own. Layered on top of fragmented systems, it just speeds up access to disconnected information rather than creating a seamless experience. Advisors still have to gather context, interpret it, and act accordingly.
