John O’Connell Quoted in Wealth Solutions Report: Beyond Integration: Why Wealth Management Is Embracing Tech Orchestration
John O’Connell was recently quoted in Wealth Solutions Report on why integrating advisory tech stacks hasn’t solved firms’ data problems. He said connecting systems isn’t the same as making them work together. As John put it, integration moves data between systems but doesn’t create intelligence across them. CRMs and email platforms were never designed to work together, so firms get synchronized contact records but lose engagement signals, conversion analytics, and stage-based workflow logic. AI doesn’t fix this on its own, layering it on top of fragmented systems just speeds up access to disconnected information rather than creating a seamless experience, because advisors still have to gather context, interpret information, and trigger actions themselves.
