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.
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.
In this episode of Trade PMR's Synergize podcast John O'Connell discusses the importance of RIAs strengthening their emotional connections with clients as part of their growth strategies.
The Oasis Group's Peaks Research series provides in-depth reports and competitive analysis on a range of wealthtech service providers. The first study of our research series focuses on the custodian market for wealth management firms.
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.
