In this video interview with industry reporter Chris Latham, John O’Connell discusses the various levels of AI adoption in the financial industry. He delves into the variety of AI software solutions that firms have at their disposal, how advisors can use AI for workflows within their practice, and how advisors can use prompt engineering to get more from AI.
In this short conversation from the 2026 T3 Conference, John O’Connell talks... read more
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how... read more
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group recently released a new white paper on customer relationship... read more
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on... read more
The Oasis Group was featured in this Financial Planning Magazine article featuring... read more
John O'Connell was quoted in this article from RIABiz discussing how various... read more
