Join 70,00 Other Financial Professionals. Sign Up for Our Monthly Newsletter:

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!

John O’Connell Published in Kiplinger: Using Google AI Tools Can Give Your Advisory Firm the Edge — If You Do These 5 Things First

John O'Connell authored this article for Kiplinger where he discusses how Google Finance and Google AI Tools can give your financial advisory firm an edge. The gap between firms that have built AI workflows and those still running on legacy tools is widening. Don't let your firm get left behind.

John O’Connell Profiled in Authority Magazine: How Artificial Intelligence Can Solve Business Problems

In today’s tech-driven world, artificial intelligence has become a key enabler of business success. But the question remains — how can businesses effectively harness AI to address their unique challenges while staying true to ethical principles? To explore this topic further, Authority Magazine interviewed John O’Connell.

John O’Connell Featured in Wealth Solutions Report: AI Washing: What It Is And How Advisors Can Spot It

John O'Connell was featured in this article from Wealth Solutions Report where he discusses AI washing and how it affects the wealthtech industry. John states that many products look like AI and are packaged as AI, but depend more on effective marketing rather than actual value.