In this episode, we present a case study from NextWealth Live 2024. John O’Driscoll, Divisional Director of Business Development & Advice at SJP, discusses how SJP is leveraging AI and automation to simplify the role of financial advisers.
Following the presentation, Heather and Emma provide their insights on the case study.

In this episode, we present a case study from NextWealth Live 2024. John O’Driscoll, Divisional Director of Business Development & Advice at SJP, discusses how SJP is leveraging AI and automation to simplify the role of financial advisers. Following the presentation, Heather and Emma provide their insights on the case study.

In this episode, we present a case study from NextWealth Live 2024. John O’Driscoll, Divisional Director of Business Development &amp; Advice at SJP, discusses how SJP is leveraging AI and automation to simplify the role of financial advisers.
Following the presentation, Heather and Emma provide their insights on the case study.

Season 4, Episode 7: NextWealth Live - Wealth tech case study: John O'Driscoll

Join Heather Hopkins and Alasdair Walker at Handford Aitkenhead &amp; Walker as they explore the transformative impact of AI on financial advisory firms. Discover how industry leaders are integrating AI into their practices and preparing for the future.

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Management

Join Heather Hopkins and Alasdair Walker at Handford Aitkenhead & Walker as they explore the transformative impact of AI on financial advisory firms. Discover how industry leaders are integrating AI into their practices and preparing for the future.

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Season 4, Episode 7: NextWealth Live - Wealth tech case study: John O'Driscoll

Season 4, Episode 7: NextWealth Live - Wealth tech case study: John O'Driscoll