John O'Connell authored this article in Wealth Solutions Report, discussing how AI agents have transformative potential in wealth management by automating routine tasks and improving client interactions - but their effectiveness hinges on clear, structured workflows defined through Business Process Model and Notation (BPMN).
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings of relying exclusively on CRM-centric process management for wealth management firms, moving beyond a “one-size-fits-all” CRM approach and seeking platforms and process frameworks designed around the complexities of advice delivery and regulatory oversight.
What is Business Process Management (BPM)? Find out why wealth management firms need to embrace it now. Discover all you need to know in this latest installment of the Peaks Perspective series.
