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John O’Connell Quoted in InvestmentNews: AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform

AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform
15May

John O’Connell Quoted in InvestmentNews: AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform

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In this article from InvestmentNews, John O’Connell weighs in on the new in-house chatbot from Carson Group and discusses how 2025 will be the year of chatbots: “Carson Group’s bold move puts them on the path to truly realize next-best-action capabilities for their advisors. I believe that this is a wake up call for other large firms to begin to develop their data strategy, and to determine how to effectively use AI to mine their proprietary data.”

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