In this article from The Daily Upside, John O’Connell highlights the inefficiencies and limitations of current CRM solutions and notes that many are stagnating in terms of new features.
Financial Planning Magazine recaps the insightful panel led by John O'Connell at 2025 T3 Technology Conference, discussing how wealth management firms can rescue the client experience via wealthtech.
John O'Connell weighs in on the CFP's release of a "Generative AI Ethics Guide" in this article from Financial Planning Magazine.
John O'Connell was featured in this article from Barron's Advisor covering how financial advisors are using AI in their practices, highlighting note taking and client communications as the two biggest use cases right now.
In this article from The Fintech Times examining how AI can be properly utilized within back-office operations, John O'Connell explains why having personnel overseeing automation in financial firms that employ AI is essential.
In this Swift Cam video interview from the 2025 Advyzon Conference, John O'Connell shares his thoughts on the second annual Advyzon Conference, the panel he participated in on how technology can drive efficiencies for RIA practices, and much more.
John O’Connell will speak on a panel of technology experts at the 2025 Advyzon Conference on Thursday, February 13th, where they’ll discuss how financial advisors can utilize wealthtech solutions to grow their practice and drive efficiencies.
In this episode of the 'In the Money' Podcast, host Rusty Sommer of Flyer Financial Technologies speaks with John O'Connell and other industry experts from the 2024 MarketCounsel Summit.
In this article from Financial Planning, John O'Connell weighs in on the state of AI in wealth management and how it will be affected by the introduction of DeepSeek AI and Trump's AI executive order.
In this article from The Fintech Times, John O'Connell discusses key trends he thinks will shape the wealthtech and wealth management industries in 2025.
