John O’Connell Published in Financial Advisor Magazine: Why Wealth Management Firms Should Embrace Business Process Management Today
John O'Connell2025-11-13T22:05:50+00:00John O’Connell authored this article for Financial Advisor Magazine, where he discusses Business Process Management (BPM), a systematic approach to making an organization’s workflows more effective, efficient, and adaptable. The heart of effective BPM uses Business Process Modeling and Notation (BPMN), a globally recognized standard that provides a graphical notation for specifying business processes in a Business Process Diagram. In an industry where organic growth has become the primary differentiator, operational excellence directly impacts competitive advantage. Firms that standardize processes today create the foundation for every future innovation: enhanced client experiences, regulatory compliance automation, AI-powered insights, and operational scaling capabilities.