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.
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
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CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
This article in ThinkAdvisor recaps a white paper on liability management, authored... read more
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CEO John O’Connell was quoted in this FA Upside article from The... read more
Developed by industry veteran John O’Connell, the courses are built to provide... read more
John O'Connell was featured in this article by Wealth Solutions Report where... read more
John O'Connell broke down the impactful ways that AI can transform the... read more
