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.
John O’Connell was featured in this article from Barron’s Advisor where he... read more
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
The Oasis Group recently released a new white paper on customer relationship... read more
For the second year in a row, The Oasis Group has been... read more
In this Swift Cam video interview from the 2025 Wealth Management EDGE... read more
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
John O'Connell wrote this bylined article published in Advisor Perspectives by VettaFi,... read more
The Oasis Group's latest research report on AI Note Takers was featured... read more
The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
