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.
The Oasis Group earned the highest client satisfaction rating in the Data... read more
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The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
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In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
