John O’Connell Published in ThinkAdvisor: 3 Ways to Store and Use Client Data

John O’Connell Published in ThinkAdvisor: 3 Ways to Store and Use Client Data

The Oasis Group CEO John O’Connell wrote this bylined article that was published in ThinkAdvisor, where he explores three key architectures that can transform how wealth management firms manage and utilize data, then shares how to select the approach that best aligns with your firm’s strategic priorities.

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