John O’Connell Published in Wealth Solutions Report: The AI Agent Is Only As Smart As Your Workflow
John O’Connell authored this article in Wealth Solutions Report, discussing how AI agents have transformative potential in wealth management by automating routine tasks and improving client interactions – but their effectiveness hinges on clear, structured workflows defined through Business Process Model and Notation (BPMN). Without such defined processes, AI systems risk inconsistent decisions, regulatory issues, and operational failures. Proper BPMN mapping enables AI to efficiently handle complex tasks like client onboarding, reducing time while ensuring compliance and consistency. Firms that invest in clear process architecture and strategic AI deployment gain a lasting competitive advantage in wealth management.
