The Oasis Group Featured in Wealthtech Roundup from Wealth Solutions Report
In the November 2025 Wealthtech Roundup from Wealth Solutions Report, two of The Oasis Group’s latest educational resources for financial professionals are highlighted. First off, The Oasis Group’s research report on AI Prospecting Tools, which reviewed 5 top AI prospecting platforms and assessed these tools on their ability to find, enrich, prioritize and operationalize prospects. Second, The Oasis Group’s white paper on agentic AI in wealth management, emphasizing that disciplined processes must be a top priority when firms are preparing to deploy agentic AI. Both are free to download.
