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 quoted in this article from The Daily Upside where... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
In this video interview with industry reporter, Chris Latham, John O'Connell discusses... read more
John O'Connell discusses how wealth managers can use prompt engineering to get... read more
Are you ready to unlock the power of data for your RIA?... read more
John O'Connell wrote this article for Wealth Solutions Report discussing how Google... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
