{"id":13469,"date":"2026-07-24T15:39:05","date_gmt":"2026-07-24T15:39:05","guid":{"rendered":"https:\/\/theoasisgrp.com\/?p=13469"},"modified":"2026-08-27T22:00:16","modified_gmt":"2026-08-27T22:00:16","slug":"john-oconnell-featured-in-wealth-management-20-questions-to-ask-in-every-wealthtech-ai-demo","status":"publish","type":"post","link":"https:\/\/theoasisgrp.com\/article\/john-oconnell-featured-in-wealth-management-20-questions-to-ask-in-every-wealthtech-ai-demo\/","title":{"rendered":"John O&#8217;Connell Featured in Wealth Management: 20 Questions to Ask in Every WealthTech AI Demo"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"13469\" class=\"elementor elementor-13469\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-529074a9 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"529074a9\" data-element_type=\"section\" data-e-type=\"section\">\r\n\t\t\r\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\r\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7edc1bf1\" data-id=\"7edc1bf1\" data-element_type=\"column\" data-e-type=\"column\">\r\n\t\t\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\r\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7b160d74 elementor-widget elementor-widget-text-editor\" data-id=\"7b160d74\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\tJohn O&#8217;Connell recently wrote in <a href=\"https:\/\/www.wealthmanagement.com\/financial-technology\/20-questions-to-ask-in-every-wealthtech-ai-demo\">WealthManagement.com <\/a>about why firms keep making expensive wealth tech mistakes: every AI tool looks impressive in a controlled demo where the data is clean, the workflow is choreographed, and the edge cases your firm would actually hit never surface, so the real trap is letting the vendor set the agenda and finding the gaps only after signing a multi-year contract. His fix is to walk in with your own requirements and work through questions top-down, because the answers only matter in order, start with governance, then architecture . His most revealing test is &#8220;turn it off&#8221;, if you disabled the AI, what remains, and where is the human in the loop before anything reaches a client.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/div>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/section>\r\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5095ee2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5095ee2\" data-element_type=\"section\" data-e-type=\"section\">\r\n\t\t\r\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\r\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-045bdbd\" data-id=\"045bdbd\" data-element_type=\"column\" data-e-type=\"column\">\r\n\t\t\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\r\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8b11441 e-transform elementor-widget elementor-widget-porto_button\" data-id=\"8b11441\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_transform_translateX_effect&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:280,&quot;sizes&quot;:[]},&quot;_transform_translateX_effect_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateX_effect_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateY_effect&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateY_effect_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateY_effect_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"porto_button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<a class=\"btn btn-xl btn-primary\" href=\"https:\/\/www.wealthmanagement.com\/financial-technology\/20-questions-to-ask-in-every-wealthtech-ai-demo\"><span >Read the Full Article Here<\/span><\/a>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/div>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/section>\r\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>John O&#8217;Connell recently wrote in WealthManagement.com about why firms keep making expensive wealth tech mistakes: every AI tool looks impressive in a controlled demo where the data is clean, the workflow is choreographed, and the edge cases your firm would actually hit never surface, so the real trap is letting the vendor set the agenda [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":13471,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[67,98],"tags":[100,145,151,93],"class_list":["post-13469","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","category-news","tag-ai","tag-ai-washing","tag-compliance","tag-wealthtech"],"acf":[],"featured_image_src":{"landsacpe":["https:\/\/theoasisgrp.com\/wp-content\/uploads\/2026\/07\/Peaks-Perspective-Thumbnail6-1-1140x445.png",1140,445,true],"list":["https:\/\/theoasisgrp.com\/wp-content\/uploads\/2026\/07\/Peaks-Perspective-Thumbnail6-1-463x348.png",463,348,true],"medium":["https:\/\/theoasisgrp.com\/wp-content\/uploads\/2026\/07\/Peaks-Perspective-Thumbnail6-1-300x236.png",300,236,true],"full":["https:\/\/theoasisgrp.com\/wp-content\/uploads\/2026\/07\/Peaks-Perspective-Thumbnail6-1.png",2560,2013,false]},"yoast_head":"<!-- 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