In this article from Financial Planning Magazine, CEO John O’Connell expounds on the importance of AI integration into wealth management firms and discusses how the industry is missing out on an opportunity with AI chatbots.
John O'Connell was quoted in this Financial Planning article about why some... read more
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more
In this article from The Fintech Times, John O'Connell discusses key trends... read more
John O’Connell of the Oasis Group offers advice on how to approach... read more
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
Do you own your data? That may sound like a strange question.... read more
Are you ready to unlock the power of data for your RIA?... read more
RIA firm data can influence everything from operations to client service to... read more
Ransomware attacks are on the rise, and John O’Connell of Oasis Group... read more
John O’Connell was featured in this article from Barron’s Advisor where he... read more
