John O’Connell Published in Kiplinger: Using Google AI Tools Can Give Your Advisory Firm the Edge — If You Do These 5 Things First
John O’Connell authored this article for Kiplinger where he discusses how Google Finance and Google AI Tools can give your financial advisory firm an edge.
The gap between firms that have built AI workflows and those still running on legacy tools is widening. Firms with integrated AI are doing more client work with the same staff. If you are still evaluating, you are not holding your position. You are losing ground. Google’s AI ecosystem is worth a close look because it runs on infrastructure your firm most likely already has. If you use Workspace, you already have the foundation.
Google’s AI ecosystem gives your firm a direct path to better client communication at lower operating cost. These tools do not replace your advisers or your compliance process. They give your team more capacity to do the work that builds client relationships.
