John O’Connell was featured in this article from Barron’s Advisor covering how financial advisors are using AI in their practices: “The No. 1 AI application for most RIAs is note taking. The second big use case among RIAs is client communications. What we’re finding is that a lot of advisors use either ChatGPT or Claude, or in some cases Perplexity, to write to clients.”
CEO John O’Connell was quoted in this FA Upside article from The... read more
This article from Action! Magazine powered by AdvisorEngine focuses on a conversation... read more
John joins Marguerita Cheng on her podcast and video show, Margaritas with... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
Your AI pilot will look cheap. That is the trap. The per-task... read more
John O'Connell was profiled by Authority Magazine, participating in a '5 Things'... read more
John O'Connell was quoted in this article from Citywire discussing the challenges... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
In this article published in Family Wealth Report, John O'Connell provides insights... read more
The Oasis Group's latest research report on AI Note Takers was featured... read more
