Related Posts

The Oasis Group’s AI WealthTech Map Highlighted in Wealth Solutions Report
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more

John O’Connell Interviewed ‘On the Circuit’ at RIA Edge West 2024
John O’ Connell was interviewed for an 'On the Circuit' segment at... read more

John O’Connell Featured in the Salesforce AI Playbook: Redefining Wealth Management for the Future
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more

John O’Connell Interviewed by WealthManagement.com at the 2025 Advyzon Conference: 2025 WealthTech Trends: AI, Cybersecurity, and the Future of Advisor Tech
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the... read more

John O’Connell Quoted in InvestmentNews: InvestCloud rolls out new-generation AI solutions with Zocks, smartKYC
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled... read more

John O’Connell Featured in Financial Planning Magazine on Teaching AI What Not to Say
In this article from Financial Planning Magazine, CEO John O’Connell discusses how... read more

John O’Connell Featured in Barron’s on Financial Advisor Billing & Fees
The Oasis Group CEO John O’Connell was quoted in this article from... read more

John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings... read more

John O’Connell Interviewed on the T3 Social Cam at the 2025 T3 Conference
John O’Connell stopped by the T3 Social Cam to share how he... read more

US warns of potential Russian cyberattacks on wealth managers
The Department of Homeland Security has set up a page warning of... read more