John O’Connell Featured in WealthManagement.com: Fireflies.ai Throws Down the AI Notetaking Gauntlet
John O’Connell was quoted in this article from WealthManagement.com that discusses the AI notetaking competition in the wealth management industry and highlights The Oasis Group’s Peaks Research for AI Note Takers: “At the end of the day, a financial advisor is really trying to use these AI tools as a force multiplier, allowing them to focus on the conversation with the client and not the notetaking. Most of the AI note takers are great at taking what you are saying literally, but not some of the really soft things that are going to move the industry forward.”
