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.
The Oasis Group CEO weighs in on AI in wealth management, including... read more
John O’Connell was published in Advisorpedia discussing how wealth management firms now... read more
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
The Oasis Group recently released a new white paper on customer relationship... read more
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more
John O'Connell was featured in this article from Wealth Solutions Report where... read more
RIA firm data can influence everything from operations to client service to... read more
The Oasis Group CEO John O'Connell was named a top financial professional... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
