John O'Connell will speak on a panel of AI experts at the 2024 MarketCounsel Summit, Wednesday December 11th at 11:30am PT, where they'll discuss the transformative potential of AI in accelerating growth, streamlining operations, and creating personalized client experiences.
John O'Connell was quoted in Financial Planning discussing how even though financial advisors are increasingly adopting AI tools, one critical step is largely missing: a governance framework for experimenting with AI responsibly.
John O'Connell was quoted in Financial Planning Magazine, discussing how financial advisors are utilizing AI for marketing and client growth.
In this Swift Chat interview, John O'Connell joins Marie Swift to discuss the importance of advisory firms implementing AI, our new research series called Vantage Point Peaks, and how cybersecurity risks are growing more complex for financial services firms.
John O'Connell participated in a roundtable with other wealthtech leaders at the Financial Planning offices in New York City, discussing how advisors should be cautious and tread carefully before adopting advisor AI applications.
In this article from Financial Planning Magazine, CEO John O’Connell discusses how firms like Morningstar teach AI what not to say, noting that training the AI what to say is just as important as telling it what not to say.
In this episode of Trade PMR's Synergize podcast John O'Connell discusses the importance of RIAs strengthening their emotional connections with clients as part of their growth strategies.
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz, where he discusses how artificial intelligence is revolutionizing the wealth management industry.
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management industry's embrace of AI and how it offers unprecedented opportunities for efficiency, firm growth plans, and client service.
In this article from Financial Planning Magazine, CEO John O'Connell shares that while integrating common AI applications like scheduling and note-taking are worthwhile initiatives, additional value lies in CoPilot applications.
