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.
Do you own your data? That may sound like a strange question.... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
Ransomware attacks are on the rise, and John O’Connell of Oasis Group... read more
John O'Connell broke down the impactful ways that AI can transform the... read more
The Oasis Group was named a finalist in three categories of the... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O'Connell authored this recent article for Wealth Solutions Report where he... read more
Multiple publications in the wealth management industry covered the launch of The... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
