John O’Connell Quoted in Family Wealth Report: Software Shakeup: New AI Category Disrupting Notetakers, CRM
John O’Connell was quoted in this article from Family Wealth Report, examining how many AI notetakers are turning into “agentic operating systems” and becoming the client relationship management of many businesses in the wealth management sector.
“It’s a rough and tumble market. Vendors will have to hit on every cylinder. They have to get demos booked, have enough salespeople to get in front of real buyers, build brand awareness and show up on AI searches.”
