AI is moving fast in wealth management, but most Advisors still aren’t ready

In this episode of The WealthTech Podcast , Host Mark Wickersham sits down with John O’Connell, Founder of The Oasis Group, to break down what’s really happening at the intersection of AI, data, and modern wealth tech infrastructure.

From dirty data and disconnected systems to the rise of AI-first platforms, this conversation gets into what advisors and family offices must do now to stay competitive.

🔑 What You’ll Learn:
✅ Why bad data = bad AI outcomes (and how to fix it)
✅ Why firms need to own their data
✅ The shift from AI tools → AI agents → digital workers
✅ How to think about AI adoption, compliance, and ROI
✅ Why integration and workflows will make or break your tech stack

🎥 Watch on YouTube: https://youtu.be/ArQ63f2wPWo

🔔 Subscribe for more insights: www.youtube.com/@TheWealthTechPodcast

📢 Connect with Us:
🔗 John O'Connell: https://www.linkedin.com/in/johnokoconnell/
🔗 The Oasis Group: https://theoasisgrp.com/
🔗 Mark Wickersham: https://www.linkedin.com/in/markwickersham/
🔗 Asseta AI: https://www.asseta.ai/

About John O'Connell
John is a thought leader in AI, best practice workflows, WealthTech, data, and cybersecurity in the wealth management market. I am a keynote speaker at numerous industry conferences about AI, technology, and sales. I've written a bestselling book and has been in the FinServ and FinTech spaces for over 3 decades.

John's hobbies include tabletop gaming, completing puzzles or models, xBox gaming, or just reading a great book when not at work.

About The Oasis Group
The Oasis Group assists enterprise RIAs, RIA Aggregators, Broker-Dealers, Trust Organizations, and Family Offices solve their most complex growth challenges. We bring best practice workflows, the industry's leading AI knowledge, and deep experience in wealth technology, data, and cybersecurity to our customers.

Our thought leadership includes our award winning research, AI WealthTech Map, 170,000+ subscriber newsletter, twice monthly webinars, and my articles in industry publications.
Please check out my firm at www.TheOasisGrp.com and my book at .

About The WealthTech P

About The WealthTech Podcast:
The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Asseta AI.

About Asseta AI
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.

To learn more please visit www.asseta.ai

Disclaimer
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.

The WealthTech Podcast makes no representations as...

In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Mike Muniz, Chief Strategy Officer at Canoe Intelligence, and Dennis Mangalindan, Director of Family Office Sales, to discuss one of the most persistent operational challenges in the family office world: managing alternative investment data.

Together they explore how technology, AI, and automation are transforming the way family offices manage private market investments and unlock insights from complex data.

In this episode, we cover:

✅ Why managing alts data has historically been one of the biggest operational headaches for family offices
✅ How AI is transforming back-office workflows
✅ Why leading family offices are treating data as a strategic asset rather than an operational burden
✅ The role of APIs in building a modern wealth tech stack
✅ The democratization of private markets and what it means for wealth managers
✅ How new infrastructure and technology are enabling scale in private markets

As always we end the podcast on a personal note with three questions that have nothing to do with WealthTech.

🎥 Watch on YouTube: https://youtu.be/lDNMa1ZNHXM

About Michael Muniz

Mike is Chief Strategy Officer at Canoe Intelligence and has over 15 years experience at institutional consulting and financial technology companies.

Mike graduated Magna Cum Laude from Duke University with a B.A. in History and Markets & Management.

About Dennis Mangalindan

Dennis is Senior Director of Family Office Sales at Canoe Intelligence and is a family office technology veteran with nearly two decades of experience in the space.

When Dennis is not working with family offices he can be found DJ'ing his daughter's dance parties.

About Canoe Intelligence

Canoe has reimagined the future of alternative investments with cloud-based, machine-learning technology for document collection, data extraction, and data science initiatives. We transform complex documents into actionable intelligence within seconds and empower allocators with tools to unlock new efficiencies for their businesses.

Our mission is to unlock efficiencies in alternative investment processes by introducing purpose-built automation into the workflows of institutional investors, asset servicer

About The WealthTech Podcast:
The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Asseta AI.

About Asseta AI
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.

To learn more please visit www.asseta.ai

Disclaimer
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.

The WealthTech Podcast makes no representations as...

What does it really take to build, staff, and modernize a family office?

In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Brian Adams, Partner at Mack International, to explore the people side of family offices.

Brian shares insights from working with single-family offices across the country, helping them hire C-suite leaders and navigate one of the biggest constraints in the industry: finding and retaining the right talent.

The conversation covers why family office roles are uniquely complex, how peer-to-peer communities accelerate learning, and why next-generation leadership is reshaping technology expectations.

They also discuss:
✅ Why talent remains the #1 challenge for family offices
✅ The real cost of launching and operating a family office
✅ How technology decisions get made (and why ownership is often unclear)
✅ The growing role of AI — and why adoption is still early
✅ Data privacy concerns slowing AI implementation
✅ How next-gen leaders are driving modernization
✅ The different types of family office structures
✅ Why peer communities are critical for professional managers

And as always we end the podcast on a personal note with Three Questions That Have Nothing To Do With WealthTech.

🎥 Watch on YouTube: https://youtu.be/8zdonqYCmFk

About Brian Adams

Brian Adams is a Partner at Mack International. Brian specializes in C-suite executive search and talent strategy, helping single-family offices recruit leadership that aligns with both cultural and strategic needs. He is the host of The Mack Podcast, where he shares insights and trends shaping the family office landscape.

About Mack International

Mack International is a premier boutique retained executive search and strategic human capital consulting firm that specializes in serving family offices, family enterprises, and wealth and investment management clients on both national and international levels. The firm focuses on C-suite and senior-level executive search, helping ultra-high-net-worth families and their organizations identify and recruit leaders who are not only highly skilled but also a strong cultural fit for each unique client.

About The Mack Podcast

The Mack Podcast is a show dedicated to ex

About The WealthTech Podcast:
The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Asseta AI.

About Asseta AI
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.

To learn more please visit www.asseta.ai

Disclaimer
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.

The WealthTech Podcast makes no representations as...