Swift Chat with John O'Connell and Marie Swift: Agentic AI, GenAI, WealthTech Knowledge, T3, and more

John O'Connell of The Oasis Group and Marie Swift of Impact Communications dig into predictions for 2026 when it comes to AI and technology for wealth managers, investment advisors, and financial planners. They cover AI Meeting aids, Agentic AI, Brand Voice Guidelines and custom GPTs, prompt engineering, and so much more. ​

John and Marie will both be at the 2026 T3 Technology Conference happening in New Orleans March 9-12, 2026. John will also be doing a live Agentic AI demonstration from the stage on Monday March 9 as a part of T3's AI University, a daylong experiential and engagement opportunity that will open your eyes to a wider array of AI and tech applications.

John's BOGO, which runs until 11:59pm ET on January 31, 2026 + 2 other special discount codes are shown at the end of the video, as well as further down the page.
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Learn more about John and his webinars, keynotes, CTO roundtables, AI Tech Map, white papers and more at www.TheOasisGrp.com.

Listen to podcast/audio version

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Summary of the Conversation

​The conversation revolves around how financial firms can move from basic generative AI use to sophisticated prompt engineering, agentic AI, and eventually digital workers that automate multi-step workflows in areas like document analysis, brand voice consistency, and meeting management. O’Connell explains how well-structured prompts and orchestration agents can dramatically improve output quality, reduce editing cycles, accelerate client deliverables, and enhance coaching for junior team members. Swift also highlights O’Connell’s role at the new AI University, Happening at the T3 Technology Conference. The duo emphasizes T3 as a must-attend venue where CTOs and advisors can meet directly with wealthtech C-suites, influence product roadmaps, evaluate new tools efficiently, and take advantage of “bring someone with you” incentives like BOGO registrations to maximize learning and strategy alignment.

Insights and Takeaways

Prompt engineering unlocks AI quality

• Detailed, well-structured prompts with clear roles, context, and actions dramatically improve the usefulness of AI outputs versus simple “zero shot” prompts.
• Learning to “talk to the machine” is akin to mastering Excel or other software tools and is becoming a critical professional skill.​

Agentic AI and digital workers are next

• Stringing multiple AI tasks together (e.g., reading a client statement, extracting data, analyzing holdings) creates agents, which can evolve into full digital workers.
• Large firms are already building multiple agents in production, signaling that agentic AI will be a major theme in 2026.

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Brand voice agents improve consistency and speed

• The Oasis Group uses a brand agent to score documents for clarity, helpfulness, and alignment with their distinct firm voice.
• This reduces back-and-forth editing with senior leaders, shortens turnaround times, and maintains high-quality, consistent client deliverables.​

AI tools enhance coaching and performance

• New meeting management tools can review calendars and notes, then provide personalized coaching memos that highlight strengths, missed opportunities, and next steps.
• Such tools help both senior and junior professionals refine communication, keep momentum, and continuously improve meeting effectiveness.

 T3 is a strategic AI and wealthtech hub 

• The T3 Technology Conference and its AI University offer direct access to heads of product, CTOs, and CEOs, plus live demos of multiple tools in one place.
• Attendees are urged to bring a colleague (helped by BOGO offers) to divide and conquer sessions, strengthen vendor relationships, and potentially join customer advisory boards.

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