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In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi, he details how and why forward-thinking firms are leveraging AI not only for note-taking and client communication, but also for advanced tasks, gaining a critical edge in attracting the surge of new millionaires seeking AI-enhanced advisory services.
The Oasis Group was named a finalist in three categories of the ThinkAdvisor 2025 Luminaries Awards under Advisory Support, Products and Services: Thought Leadership and Education in the Advisor Education category, Thought Leadership and Education in the Consultants category, and Industry Disruption in the Consultants category.
In this bylined article for Advisorpedia, John O'Connell examines the fundamental shortcomings of relying exclusively on CRM-centric process management for wealth management firms, moving beyond a “one-size-fits-all” CRM approach and seeking platforms and process frameworks designed around the complexities of advice delivery and regulatory oversight.
Access The Oasis Group's AI WealthTech Map, a resource that financial advisors and wealth management firms can use to find leading artificial intelligence solutions and AI-focused firms serving the wealth management industry. The map follows the sales cycle of a wealth manager, identifying and categorizing 86 leading technology firms.
John O'Connell was featured in this Connect360° newsletter from Advisor360° discussing how artificial intelligence is transforming wealth management, offering advisors new ways to serve clients, streamline operations, and stay competitive.
What is Business Process Management (BPM)? Find out why wealth management firms need to embrace it now. Discover all you need to know in this latest installment of the Peaks Perspective series.
Watch this webinar replay with John O’Connell of The Oasis Group and Parker Ence of Jump, sharing how forward-thinking advisors can move beyond simple transcription and AI notes to unlock game-changing insights from client conversations.
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference, discussing the rapid adoption of AI in the wealth management industry, where he observes an explosion of innovation - particularly in AI copilots, assistants, and document management tools.
