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.
John O'Connell was recently featured in Advisorpedia arguing that firms misdiagnose... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,... read more
In this article published in Family Wealth Report, John O'Connell provides insights... read more
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more
Industry thought leaders at T3 and Oasis Group partner with Sora Finance,... read more
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
Financial Planning Magazine recaps the insightful panel led by John O'Connell at... read more
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
