John O’Connell Published in Advisor Perspectives by VettaFi: Start Your Year with A Technology Assessment
John O'Connell2024-06-10T15:21:45+00:00
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John O'Connell
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Organic Growth, Practice Management, Technology, WealthTech
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The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he discusses how to perform a technology assessment and evaluate your tech stack, detailing the main reasons to do so: aligning your tech stack with your growth strategy, ensuring protection through contract terms and performance through SLAs, and identifying cost savings. He also shares the benefits of engaging external consultants.