John O’Connell Featured in Family Wealth Report on Hottest AI Use Case For Advisors

John O'Connell
06-20-24

The Oasis Group CEO John O’Connell was featured in this article from Family Wealth Report covering the hottest AI use cases for advisors, where he explains how AI note-taking apps can cut post-meeting time by as much 70% for financial advisors. He also discusses data security and privacy, compliance and cybersecurity considerations, and more.