John O'Connell joins a roundtable discussion for Financial Planning Magazine where he weighs in on how advisors can determine which provider offers the best data protection when everyone has the same SOC 2 report.
John O'Connell participated in a roundtable with other wealthtech leaders at the Financial Planning offices in New York City, discussing how advisors should be cautious and tread carefully before adopting advisor AI applications.
Multiple publications in the wealth management industry covered the launch of The Oasis Group's Vantage Point Peaks Research Series, including Financial Planning, Citywire, Wealth Solutions Report, Family Wealth Report, and more.
Learn more about the new Peaks Research series from The Oasis Group in our news release published in Yahoo! Finance. Peaks Research provides in-depth reports and competitive analysis on a range of service providers in the wealth management industry.
In this article from Financial Planning Magazine, CEO John O’Connell discusses how firms like Morningstar teach AI what not to say, noting that training the AI what to say is just as important as telling it what not to say.
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz, where he discusses how artificial intelligence is revolutionizing the wealth management industry.
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management industry's embrace of AI and how it offers unprecedented opportunities for efficiency, firm growth plans, and client service.
CEO John O'Connell was featured in this article from Financial Planning Magazine, shedding light on the abundant tech budget waste among advisory firms and how many firms may need to go on a tech-stack diet.
John O'Connell was featured in this article by Wealth Solutions Report where he analyzes the increased cybersecurity risks in the wealth management industry, covering advisor preparedness, risk areas and advancements, regulatory influences, the role of wealthtech providers, and more.
In this article from Financial Planning Magazine, CEO John O'Connell shares that while integrating common AI applications like scheduling and note-taking are worthwhile initiatives, additional value lies in CoPilot applications.
