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.”
The Oasis Group recently released a new white paper on customer relationship... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference,... read more
Learn more about the Oasis AI Readiness Index™ in this news release... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was quoted in this article from RIABiz discussing how various... read more
This article from InvestmentNews highlights the latest white paper from The Oasis... read more
CEO John O'Connell was quoted in this article in Family Wealth Report... read more
