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John O’Connell wrote this bylined article that was published in ThinkAdvisor, where he details six different types of hallucinations within AI note taking apps. He also covers how to spot AI hallucinations, how to confirm that AI is hallucinating, and how to safeguard your firm from hallucinations.
Wealth management firms handle significant amounts of personally identifiable information, and the selection of an AI solution requires careful consideration. This comprehensive analysis compares two leading AI platforms, Microsoft Copilot and ChatGPT, across subscription options, costs, security features, and considerations specific to financial services firms.
The Oasis Group's latest research report on AI Note Takers was featured in Wealth Solutions Report. The study evaluated how six programs – FinMate, GReminders, Jump, Mili, Zeplyn and Zocks – covered a simulated conversation between an advisor and a married couple.
Watch The Oasis Group's webinar with AdvisorEngine: 'AI Note Taking 101: The Advisor’s Guide'. John O'Connell, Suleman Din, and Raj Madan will help financial advisors understand how AI note-takers perform in real settings.
John O'Connell authored this recent article for Wealth Solutions Report where he shares how monthly and subscription-based fees have advantages for financial advisors compared to traditional quarterly billing in light of the tariffs and recent market turbulence.
In this insightful webinar replay featuring John O'Connell and Henry Zelikovsky of Softlab360, discover how forward-thinking wealth management firms are preparing for machine learning today.
This article from Citywire dives into The Oasis Group's Peaks Research for AI Note Takers, sponsored by AdvisorEngine, and features exclusive insights on the study from The Oasis Group's John O'Connell and AdvisorEngine's Rich Cancro.
Read more about The Oasis Group's Peaks Research for AI Note Takers, sponsored by AdvisorEngine and available now for free download, in the news release published in Yahoo! Finance.
