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John O’Connell Interviewed on the Swift Cam at 2024 Wealth Management EDGE Conference
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John O’Connell Published in Advisorpedia: The Salesforce Seduction: Why CRM-Centric Process Management Is Inadequate for Wealth Management Firms
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John O’Connell Published in ThinkAdvisor: When AI Is Taking Notes, Beware of These 6 Types of Hallucinations
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John O’Connell Published in Advisor Perspectives by VettaFi: Business Process Management: Why Wealth Management Firms Must Embrace It Now
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The Oasis Group Featured in TradePMR News Release on Yahoo! Finance
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John O’Connell Featured in the Salesforce AI Playbook: Redefining Wealth Management for the Future
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John O’Connell Published in ThinkAdvisor: Big Tech Is Making Index Funds Riskier – Here’s What Advisors Can Do
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John O’Connell Featured in Financial Planning Magazine: How AI Is Changing Financial Advisors’ Jobs
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John O’Connell Published in Wealth Solutions Report: The Essence Of Thought Leadership
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Industry Publications Cover the Launch of The Oasis Group’s Vantage Point Peaks Research Series
Multiple publications in the wealth management industry covered the launch of The... read more