John O’Connell Featured in Wealth Solutions Report: T3: AI-Enabled Operational Excellence And CRMs In The Age Of AI
This article from Wealth Solutions Report recaps the ‘Driving Growth Through AI-Enabled Operational Excellence’ panel from the 2026 T3 Technology Conference, which John O’Connell participated in with Larry Roth of Ascentix Partners and Rashmi Badwe of TIAA Wealth Management. During the panel, John emphasized that AI will not replace financial advisors but will fundamentally reshape how they work. He argued that the biggest gains will come from automating middle- and back-office workflows—such as data transfer, document prep, and account opening—freeing advisors to focus more on clients. John predicted firms will be able to support the same number of clients with fewer support staff while delivering higher service levels, provided they document and standardize their processes. He also highlighted practical first steps for mid-sized RIAs and hybrid firms.
