In this video interview with industry reporter Chris Latham, John O’Connell discusses the various levels of AI adoption in the financial industry. He delves into the variety of AI software solutions that firms have at their disposal, how advisors can use AI for workflows within their practice, and how advisors can use prompt engineering to get more from AI.
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
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This article from Financial Planning Magazine gives an inside scoop on some... read more
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
John O'Connell was quoted in this article from Barron's Advisor discussing how... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
