John O’Connell Interviewed by Chris Latham: The Evolution of AI in WealthTech
In this video interview with industry reporter Chris Latham, John O’Connell discusses the major wealthtech and AI trends of 2025 in the wealth management industry, as well as trends to watch out for in 2026 and 2027. John identified 2025 as the year of the AI note taker and shared how he believes 2026 will entail AI evolving to fully manage meetings, blurring the lines with CRMs, in addition to operationalizing generative AI and the rise of agentic AI. John even peers into 2027, which he believes will be the year of digital workers made up of multiple AI agents.
