Watch this webinar replay with FINNY, an AI platform that helps advisors identify, prioritize, and automate the outbound to high-potential prospects. John O’Connell participated in FINNY’s Expert Office Hour series and discussed how financial advisors can leverage existing documents to create new content with AI.
Watch this webinar replay with John O’Connell of The Oasis Group and... read more
Join The Oasis Group and Syntax for a captivating fireside chat about... read more
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced... read more
The Oasis Group CEO John O'Connell joins a panel of industry experts... read more
Watch this webinar replay led by John O'Connell, as he presents key... read more
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group,... read more
Financial advisors, wealth management execs, and technology and operations leaders looking to... read more
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John... read more
In this webinar replay, John O’Connell, CEO of The Oasis Group, and... read more
Cybersecurity continues to be a major challenge for today’s advisory firms, who... read more
