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John O’Connell Quoted in InvestmentNews: AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform
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The Oasis Group Earns Highest Client Satisfaction Rating for Data Warehouse Services in 2025 T3 / Inside Information Software Survey
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The Oasis Group Named a Finalist in Three Categories in the ThinkAdvisor 2025 Luminaries Awards
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John O’Connell Published in Wealth Solutions Report: The AI Agent Is Only As Smart As Your Workflow
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John O’Connell Published in Advisor Perspectives by VettaFi: The AI Revolution Is Here: Many Wealth Management Firms Are Missing Out
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John O’Connell Featured in Financial Planning Magazine on Teaching AI What Not to Say
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