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.
In this article published in Family Wealth Report, John O'Connell provides insights... read more
John O'Connell was featured in this Fiducary Voices article detailing an Executive... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
In this video interview with industry reporter Chris Latham, John O'Connell discusses... read more
The Oasis Group's John O'Connell was featured in this Connect360° newsletter from... read more
The Oasis Group CEO weighs in on AI in wealth management, including... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell was quoted in this article from... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
