AI and Financial Advisors: Why 2025 Will Be a Turning Point with John O’Connell (Ep. 26)
How is Artificial Intelligence reshaping the wealth management industry?
In this episode, Rusty Sommer sits down with John O’Connell, CEO and Founder of The OASIS Group, at the bustling Market Council Summit in Las Vegas. Together, they explore how AI is rapidly transforming the way advisors serve clients, from streamlining workflows to enhancing personalization at scale. Their conversation highlights both the opportunities and challenges of integrating AI into financial services, while emphasizing the continued importance of human expertise in the process.
Rusty and John discuss:
- (01:56) The rise of AI and its prevalence in conferences today
- (03:34) How note-taking tech is gaining traction in wealth management
- (04:40) The evolving AI wealth tech map with over 80 firms and growing
- (07:57)Enhancing the client experience with AI and the importance of having humans in the loop
- (14:13) The future of financial advice aided by AI and its potential to increase productivity
Connect with John O’Connell:
Connect with Rusty Sommer:
- Rusty.sommer@flyerft.com
- LinkedIn: Rusty Sommer
- Flyer Financial Technologies
- LinkedIn: Flyer Financial Technologies
- Twitter: Flyer_FT
About our Guest:
John O’Connell has more than 30 years of leadership experience in both emerging businesses and mature, established organizations. He started his career designing and developing financial applications at Merrill Lynch and KPMG Peat Marwick. He was a member of the team for an IPO, sale of a firm, and packaging 2 other firms for sale. He held North American leadership positions at Oracle for over 8 years. He was the president of a FinTech firm and held C-level customer-facing roles at two global, publicly traded companies.
John is the Founder and Chief Executive Officer for The Oasis Group. A firm specializing in helping wealth management and technology firms to solve their most complex challenges. The Oasis Group helps firms with technology selection and implementation, sales processes and strategy, and processes to attract, sell, propose, onboard, and service new clients.
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