Grow your business and transform it with our incredible resources!
Benefit from our practical advice to grow your sales pipeline, create sales processes that work, and close deals.
Access case studies highlighting successful projects and the latest trends in technology evolutions.
Learn leadership strategies and best practices for leading start-ups through growth phases, acquisitions, and IPOs.
Gain valuable information about how to effectively select technologies, deliver successful implementation projects, and manage large-scale technology transformations.
For the third year in a row, The Oasis Group has been named the winner of the Consultancy Award in the WealthTech Consultancy & Training category of the 2026 WealthTech Americas Awards, published by WealthBriefing and Family Wealth Report.
John O'Connell authored this article in Advisor Perspectives by VettaFi where he discusses the dangers of unregulated use of shadow AI that could already be affecting your firm. The real question is not whether shadow AI exists inside your walls. It is whether you will take control of it before regulators and cybercriminals do.
John O'Connell of The Oasis Group and Conor Curtis of Practifi unpack and explain why enterprise data models and well-designed workflows are now the real competitive edge for modern advisory firms in this insightful webinar.
The Oasis Group recently released a new white paper on customer relationship management (CRM) selection in wealth management, sponsored by Practifi, a CRM provider for financial advisors - covered in this feature article published in Wealth Solutions Report.
Your conversion process has stages whether your CRM acknowledges them or not. Prospects move from initial interest through discovery, evaluation, decision-making, and commitment. Managing this process without structured stages is like running a portfolio without knowing your asset allocation; you're missing the fundamental organizing principle that makes everything else make sense.
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced phishing attacks, discussing how major financial institutions have recently fallen victim to sophisticated attacks. AI is making phishing attacks so convincing that even trained employees can't tell the difference between legitimate and malicious communications.
John O'Connell is speaking at the 2026 FIRMA National Risk Management Training Conference, taking place May 12-15, 2026 in Litchfield Park, Arizona, on how AI is being applied in wealth management to enhance decision-making, operational efficiency, and client engagement.
This white paper, covering CRM selection in the wealth management industry and sponsored by Practifi, introduces a three-phase implementation framework: Foundation, Automation, Integration; and identifies three mission-critical workflows where CRMs create measurable business value.
