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.
RIA firm data can influence everything from operations to client service to... read more
John O'Connell broke down the impactful ways that AI can transform the... read more
John O’Connell, CEO and Founder of The Oasis Group recently offered insights... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
The Oasis Group earned the highest client satisfaction rating in the Data... read more
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Department of Homeland Security has set up a page warning of... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
