In this video interview with industry reporter Chris Latham, John O’Connell discusses the various levels of AI adoption in the financial industry. He delves into the variety of AI software solutions that firms have at their disposal, how advisors can use AI for workflows within their practice, and how advisors can use prompt engineering to get more from AI.
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
John O’Connell was interviewed on the T3 Social Cam at the 2026... read more
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,... read more
For the 3rd year, The Oasis Group was named the winner of... read more
John O’Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled... read more
John O'Connell authored this article for Wealth Management Magazine, discussing how Google... read more
John O'Connell was quoted in Financial Planning Magazine, joining a group... read more
CEO John O’Connell was quoted in this FA Upside article from The... read more
John O'Connell authored this article in Wealth Solutions Report, discussing how AI... read more
John O’Connell authored this article in ThinkAdvisor, where he delivers a critical... read more
