The Oasis Group’s latest research report on AI Note Takers was featured in Wealth Solutions Report. The study evaluated how six programs – FinMate, GReminders, Jump, Mili, Zeplyn and Zocks – covered a simulated conversation between an advisor and a married couple discussing issues like income and expenses, life insurance, college and retirement planning.
Developed by industry veteran John O’Connell, the courses are built to provide... read more
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where... read more
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The Oasis Group CEO John O’Connell was quoted in this FA Upside... read more
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