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 this Financial Planning article about why some... read more
John O'Connell was interviewed on the goRIA Podcast fueled by InvestmentNews LIVE... read more
John O’Connell was quoted in this article from InvestmentNews discussing what new... read more
The RIA technology landscape is evolving rapidly - it seems like there... read more
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management... read more
In this article from Financial Planning Magazine, CEO John O'Connell shares... read more
In today’s tech-driven world, artificial intelligence has become a key enabler of... read more
The Oasis Group CEO John O’Connell was featured in an article in... read more
John O'Connell authored this article for Kiplinger where he discusses how Google... read more
In Financial Planning Magazine, The Oasis Group's John O'Connell expounds on the... read more
