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.
John O'Connell was quoted in Financial Planning discussing how even though financial... read more
Read more about The Oasis Group's Peaks Research on AI Prospecting Tools,... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
John O'Connell was featured in Financial Planning Magazine in an article highlighting... read more
John O’Connell offers insights to Action! Magazine regarding strategies for advisors in... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT... read more
