Technology Solutions for Wealth Managers

World Class Solutions to the Most Complex BusinessSalesTechnology Challenges

Hands-on consulting and advisory services for wealth management and wealth technology firms.

The Oasis Group is an award winning consultancy and thought leader recognized as an industry disruptor for our consulting programs and research.

Accelerating Growth Through Technology & Process Transformation

At the Oasis Group, we believe that every business hits a growth plateau and needs to rethink their processes and technology.

Our wealth management and wealth technology customers achieve incredible results through our world class consulting, research, training, and thought leadership solutions.

Access our Peaks Research for in-depth reports and competitive analysis on a range of service providers in the wealth management industry!

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Who We Serve

Wealth Management Firms

We help wealth management firms with:

Gathering their data with all of their processes from lead through annual meeting including their entire advisor and client technology stack
Securing their data with world class cybersecurity, HR, and training practices
Owning their data with data lakes, warehouses, and lake houses
Mining their data with business intelligence and analytics
Leveraging artificial intelligence where useful

Wealth Technology Firms

We help wealth technology firms with:

Market penetration strategy and materials
Sales strategy and processes
Product market fit
Cybersecurity
Human resources, training, and compliance advice
Competitive Intelligence
Pricing strategies

Ways to Engage

Your organization’s needs and challenges are unique. So is our approach to guiding your growth journey. Our four flexible engagement options are designed to help you make the most out of our partnership.

Consulting Services

Our comphrehensive project based consulting services provide full project lifecycle solutions for our clients from requirements definition, vendor selection, contract negotiation, implementation leadership, and transitioning to your team.

Advisory Services

Retainer-based advisory services provide wealth management leaders with sales, practice management, and process solutions. Our technology clients can retain us for product management, market penetration, sales, and competitive analysis advice.

Speaking

Wealth managers and technology leaders want practice management, sales, and technology insights that are relevant to their business today and help to position them to leapfrog their competition. Our speaking engagements move your practice and firm forward.

Advisory Board

Our CEO, John O’Connell, is a sought-after advisory board member who brings decades of sales and technology experience to your firm’s Advisory Board or Board of Directors, helping to guide product road mapping, business strategy, and technology implementations.

In The News

Our Services

Whether you want to differentiate your value proposition, make more informed decisions about the right technology and processes for your business, or stay one step ahead in a competitive, ever-changing industry, we offer a suite of services designed to help you reach your goals.

Product and Services Strategy

Knowing how to differentiate what you offer from your competition is critical. We help firms understand their client demographics, messaging resonance, and how to grow and diversify their client base. We also help you make productive decisions on future measures through competitor analysis and product road mapping.

Market Penetration Approach

Wealth management marketing in the US is highly fragmented, with 14 different market segments. The Canadian model has an entirely different regulatory model. Understanding these market segments and how your Fintech product fits is critical to your market penetration strategy.

Sales Approach

We identify your unique value proposition, determine your direct sales strategy and develop product pricing and discounting recommendations, as well as establish distribution channels, create qualifying questions and objection handling strategies, and empower you with a proven sales process.

Client Lifecycle and Key Transitions

We work with you to optimize your critical client lifecycle processes, including lead to prospect, prospect to proposal, proposal to client onboarding, and client onboarding to client service, as well as the ongoing client experience.

Transformation Program Execution

We assist with technology evaluation, selection, and implementation, and help you understand the possibilities of your data, including how to leverage it for growth. We also work with you on cybersecurity planning and implementation.