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.
RIA firm data can influence everything from operations to client service to... read more
John O’Connell authored this article in Wealth Solutions Report, sharing how Kalshi... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell was interviewed on the T3 Social Cam at the 2026... read more
John O'Connell wrote this bylined article in Financial Planning Magazine, sharing how... read more
John O'Connell is interviewed on the Swift Cam at the 2025 Schwab... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Read more about The Oasis Group's Peaks Research for AI Note Takers,... read more
For the 3rd year, The Oasis Group was named the winner of... read more
RIA client data comes in many forms – while some data may... read more
