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.
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
Do you own your data? That may sound like a strange question.... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O’Connell offers a critical perspective on two major launches in the... read more
John O'Connell broke down the impactful ways that AI can transform the... read more
John O'Connell was quoted in this Financial Planning article about why some... read more
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss... read more
John O' Connell was interviewed on The Investipal Podcast discussing the changing... read more
