In this Swift Cam video interview from the 2024 MarketCounsel Summit, John O’Connell highlights his panel discussion on artificial intelligence and how to harness AI to identify new business opportunities, automate processes, and make data-driven decisions that set your firm apart. He also discusses one of The Oasis Group’s latest resources for wealth management firms: the AI WealthTech Map.
This article from Wealth Solutions Report recaps the 'Driving Growth Through AI-Enabled... read more
In this Swift Cam video interview from the 2024 Schwab IMPACT Conference,... read more
John O'Connell authored this article for Advisor Perspectives by Vetta Fi where... read more
John O'Connell was featured in Financial Planning Magazine in an article highlighting... read more
The Oasis Group recently released a new white paper on customer relationship... read more
In this article from Financial Planning Magazine, John O'Connell weighs in on... read more
John O’Connell stopped by the T3 Social Cam to share how he... read more
Plus Goldman Sachs entrepreneurship certificate, South Africa conference and other news WAUKEE, Iowa, July 18, 2023 /PRNewswire/... read more
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on... read more
John O'Connell is quoted in this article from Financial Planning for his... read more
