The Oasis Group Releases Research Report Analyzing Wealth Platforms
Read more about The Oasis Group's Peaks Research for Wealth Platforms, available to purchase now, in the news release published in Yahoo! Finance.
Insights From The Oasis Group
Grow your business and transform it with our incredible resources!
Our library is packed with actionable insights from experienced professionals in start-ups, massive enterprises, sales, technology, business management, and financial services. With so many expert perspectives and tried-and-tested knowledge, there’s something for everyone here.
Sales
Professionals
Benefit from our practical advice to grow your sales pipeline, create sales processes that work, and close deals.
Technology
Experts
Access case studies highlighting successful projects and the latest trends in technology evolutions.
Business
Owners
Learn leadership strategies and best practices for leading start-ups through growth phases, acquisitions, and IPOs.
Financial Services Leaders
Gain valuable information about how to effectively select technologies, deliver successful implementation projects, and manage large-scale technology transformations.
Access our latest AI WealthTech Map to see the top artificial intelligence solutions for the wealth management industry!
Peaks Research for Wealth Platforms
The third study of our Peaks Research series evaluates 10 of the top wealth platforms serving the wealth management community, highlighting their ideal customer personas, strengths, opportunities to improve their offering, and relative market positions.
John O’Connell Published in Barron’s: Why Wealth Management Firms Need an AI Acceptable Use Policy
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management Firms Need an AI Acceptable Use Policy', covering what an AI acceptable use policy is and what it should entail, defining prohibited activities, discussing responsible innovation, and more.
John O’Connell Interviewed by Chris Latham: Using AI for Workflows in Advisor Practices
In this video interview with industry reporter, Chris Latham, John O'Connell discusses the various levels of AI adoption in the financial industry, how advisors can use AI for workflows within their practice, and more.
John O’Connell Quoted in MarketWatch: That money request could be an AI deepfake stealing from your account – here’s how to protect yourself
In this article from MarketWatch, John O'Connell provides examples of AI deepfake technology being implemented to scam those in the financial sector. He goes on to give steps that advisors and investors can take to educate and protect themselves from the AI deepfake threat.
Webinar with Financial Experts Network: AI Note-Taking Tools for Financial Advisors: Insights from The Oasis Group’s 2025 Report
Watch this webinar replay led by John O'Connell, as he presents key findings from The Oasis Group's Peaks Research on AI Note Takers. They explore the capabilities of leading AI note-taking applications and their integration into advisory practices.
Building a Prompting Workflow for Your Practice
As more firms embrace AI tools, the key to success lies in how effectively these tools are implemented. By following a structured prompting workflow, wealth managers can maximize the potential of AI and reduce operational inefficiencies. Below is a step-by-step guide to building a successful prompting workflow for your practice.
John O’Connell Published in Advisor Perspectives by VettaFi: AI Chatbots: Transforming Wealth Management Through Innovation
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where he discusses the unique opportunity for large wealth management firms to enhance their services and strengthen client relationships with AI chatbots.