The Oasis Group CEO John O’Connell was featured in this article from Family Wealth Report covering the hottest AI use cases for advisors, where he explains how AI note-taking apps can cut post-meeting time by as much 70% for financial advisors. He also discusses data security and privacy, compliance and cybersecurity considerations, and more.
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
John O'Connell was interviewed for the 2026 T3 Hot & Happening Podcast,... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
John O’Connell, CEO and Founder of The Oasis Group recently offered insights... read more
John O'Connell was featured in this article from Barron's Advisor covering how... read more
John O’Connell offers a critical perspective on two major launches in the... read more
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
Multiple publications in the wealth management industry covered the launch of The... read more
John O’Connell was featured in this Family Wealth Report article highlighting his... read more
