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WealthTech

CRM-specific gaps: sales stages, segmentation, email marketing integration

John O’Connell Featured in Power Advice: What Schwab and Robinhood Are Actually Building

John O'Connell was recently published in PowerAdvice on what Schwab and Robinhood are really building. Schwab is industrializing the personalized client relationship, pushing AI-generated portfolio commentary to the millions of sub-$1M clients who don't qualify for a human relationship manager, while Robinhood is building infrastructure that captures the client either way, through live agentic...

September 16, 2026By Uncategorized, , Read more...

How AI Is Rewriting the WealthTech Vendor’s Business Model

You signed a contract for an AI feature priced like software has always been priced: one fee, one number, adjusted once a year at renewal. That assumption is now wrong, and the vendor you signed with knows it before you do. Per-seat licensing worked because the marginal cost of one more login stayed close to zero....

September 14, 2026By Article, Peaks Perspective, , Read more...

John O’Connell Featured in Power Advice: Who Wins and Who Loses When Vanguard Buys Altruist

John O'Connell was recently published in PowerAdvice on who really wins and loses now that Vanguard is buying Altruist. He walks through six constituencies. Schwab is exposed but not endangered, with its cash sweep business the clearest target. Altruist's existing advisors are the clearest winners, gaining Vanguard's balance sheet for free, while Fidelity, Robinhood,...

September 7, 2026By UncategorizedRead more...

AI WealthTech Map: The Oasis Group’s Peaks Perspective on AI Wealth Technology

Access The Oasis Group's AI WealthTech Map, a resource that financial advisors and wealth management firms can use to find leading artificial intelligence solutions and AI-focused firms serving the wealth management industry. The map follows the lifecycle of a wealth management relationship and is organized into 8 categories, identifying and categorizing 106 leading technology firms.

September 1, 2026By Peaks Perspective, , Read more...

John O’Connell Mentioned in Wealth Advisor:AI’s Biggest Fiduciary Risk May Arrive After Advisors Learn To Trust It

John O'Connell was recently featured in The Wealth Advisor on a fiduciary risk that emerges as AI gets better, not worse. Firms have spent two years worrying about whether AI gives advisors bad answers, but his concern is what happens once the tool is reliable enough that advisors gradually stop checking its work.  John...

August 21, 2026By Article, Read more...

John O’Connell Featured in Wealth Solutions Report: Beyond Integration: Why Wealth Management Is Embracing Tech Orchestration

John O'Connell was recently quoted in Wealth Solutions Report on why integrating advisory tech stacks hasn't solved firms' data problems. According to John, integration moves data between systems, but it doesn't create intelligence across them. Tools like Zapier sync fields, not behavioral context. Take CRMs and email platforms. They were never designed to work...

August 3, 2026By Article, , Read more...

John O’Connell Quoted in Wealth Solutions Report: Beyond Integration: Why Wealth Management Is Embracing Tech Orchestration

John O'Connell was recently quoted in Wealth Solutions Report on why integrating advisory tech stacks hasn't solved firms' data problems. He said connecting systems isn't the same as making them work together. As John put it, integration moves data between systems but doesn't create intelligence across them. CRMs and email platforms were never designed...

July 30, 2026By Article, NewsRead more...

John O’Connell Featured in Wealth Management: 20 Questions to Ask in Every WealthTech AI Demo

John O'Connell recently wrote in WealthManagement.com about why firms keep making expensive wealth tech mistakes: every AI tool looks impressive in a controlled demo where the data is clean, the workflow is choreographed, and the edge cases your firm would actually hit never surface, so the real trap is letting the vendor set the...

July 24, 2026By Article, News, , , Read more...

John O’Connell Interviewed by Wealth Management

John O'Connell was recently interviewed by Wealth Management about Cybersecurity adoption among RIAs. Adoption has remained low, and the reason isn't awareness, most firms have outsourced IT and assumed that covers cybersecurity, when in reality it's a distinct, multi-part discipline spanning employee training, endpoint security, email security, cloud security, and field hygiene for traveling...

July 9, 2026By Article, Read more...