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 interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
The Oasis Group was awarded and named a top WealthTech Consultancy &... read more
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
The Oasis Group recently released a new white paper on customer relationship... read more
John O'Connell wrote this article for Wealth Solutions Report discussing how Google... read more
John O'Connell, founder and CEO of The Oasis Group, has been featured... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Millions of current, former, and prospective customers’ personal data has been compromised... read more
Are you ready to unlock the power of data for your RIA?... read more
This article from Action! Magazine powered by AdvisorEngine focuses on a conversation... read more
