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 wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
Do you own your data? That may sound like a strange question.... read more
John O'Connell was quoted in this article from InvestmentNews discussing Robinhood's acquisition... read more
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled... read more
John O'Connell was published in Advisorpedia discussing how FanDuel has become a... read more
The Oasis Group recently released a new white paper on customer relationship... read more
RIA client data comes in many forms – while some data may... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
