John O’Connell Quoted in InvestmentNews: InvestCloud rolls out new-generation AI solutions with Zocks, smartKYC
In this article from InvestmentNews about InvestCloud’s new suite of artificial intelligence-enabled solutions for wealth managers and advisors, enhanced by Zocks and smartKYC, John O’Connell emphasizes the importance of an AI acceptable use policy – which not only guides appropriate use but also defines prohibited activities, helping firms avoid regulatory pitfalls: “By establishing parameters now, firm leaders can shape AI adoption in alignment with their values and compliance requirements rather than attempting to retroactively constrain established practices.”
