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 article from RIABiz, discussing artificial intelligence... read more
John O'Connell was featured in Financial Planning Magazine in an article about... read more
Recently, John O'Connell published an article in Financial Advisor Magazine. The article... read more
Do you own your data? That may sound like a strange question.... read more
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic... read more
Read more about The Oasis Group's Peaks Research for Wealth Platforms,... read more
John O’Connell authored this article in Wealth Solutions Report, sharing how Kalshi... read more
The latest white paper from The Oasis Group, 'Agentic AI in Wealth... read more
This article from Citywire dives into The Oasis Group's Peaks Research for... read more
Learn more about the Oasis AI Readiness Index™ in this news release... read more
