Article, News
John O’Connell Featured in Financial Planning Magazine: Some Advisors Rage Against the Machine Learning
John O'Connell was quoted in this Financial Planning article about why some...
Article, News
John O’Connell Quoted in InvestmentNews: AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform
John O'Connell weighs in on the new in-house chatbot from Carson Group...
Article, News
John O’Connell Published in ThinkAdvisor: When AI Is Taking Notes, Beware of These 6 Types of Hallucinations
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where...
White Paper
UNLOCKING GROWTH OPPORTUNITIES: A Security-Centric Comparison of Microsoft Copilot and ChatGPT
Wealth management firms handle significant amounts of personally identifiable information, and the...
Article, News
John O’Connell Featured in Wealth Solutions Report: AI Note Takers Help Wealth Managers: Oasis Group Study
The Oasis Group's latest research report on AI Note Takers was featured...
Webinar
Webinar with AdvisorEngine: AI Note Taking 101: The Advisor’s Guide
Watch The Oasis Group's webinar with AdvisorEngine: 'AI Note Taking 101: The...
Webinar
Webinar with Softlab360: Leveraging Machine Learning for Client Insights and Competitive Advantage, with John O’Connell & Henry Zelikovsky
In this insightful webinar replay featuring John O'Connell and Henry Zelikovsky of...
Article, News
John O’Connell Featured in Citywire: Where is the AI notetaker boom headed?
This article from Citywire dives into The Oasis Group's Peaks Research for...
Article, News
The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers
Read more about The Oasis Group's Peaks Research for AI Note Takers,...