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John O’Connell Quoted in Family Wealth Report on Envestnet’s Future Under Bain Capital
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The Oasis Group’s AI WealthTech Map Highlighted in Wealth Solutions Report
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John O’Connell Profiled in Authority Magazine: How Artificial Intelligence Can Solve Business Problems
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John O’Connell Published In Advisor Perspectives by Vetta Fi: Your CRM Doesn’t Talk to Your Email — And That’s a Problem
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John O’Connell Featured in Financial Planning Magazine: Don’t adopt advisor AI because of FOMO
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John O’Connell Featured in WealthManagement.com: Fireflies.ai Throws Down the AI Notetaking Gauntlet
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John O’Connell Featured in Wealth Solutions Report: Modern Trust-Based Communication That Scales As You Grow
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John O’Connell Featured in Wealth Solutions Report: Beyond Integration: Why Wealth Management Is Embracing Tech Orchestration
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John O’Connell Interviewed by Chris Latham: Using AI for Workflows in Advisor Practices
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