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 interviewed on the RIA Channel at the Schwab IMPACT... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
The Oasis Group's latest research report on AI Note Takers was featured... read more
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
The Oasis Group was featured in this news release from TradePMR, published... read more
The Oasis Group's AI WealthTech Map was featured in the August 2024... read more
In the article 7 Tips for Writing a Unique Value Proposition, John... read more
The Oasis Group CEO John O’Connell wrote this bylined article that was... read more
Learn more about the new Peaks Research series from The Oasis Group... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
