John O’Connell Interviewed on the Swift Cam at the 2025 Wealth Management EDGE Conference
John O'Connell2025-10-24T17:35:51+00:00In this Swift Cam video interview from the 2025 Wealth Management EDGE Conference, John O’Connell discusses some insights he shared in his panel discussion about unlocking the full potential of AI by mastering the foundation of clean, reliable data. He also highlights the CTO Think Tank he led at the conference and shares how viewers can join The Oasis Group’s growing Peaks Perspective Newsletter, which gives actionable technology advice delivered to your inbox.
Related Posts
John O’Connell Quoted in Financial Planning Magazine: The AI tools meant to save time are burning out advisors
In this article from Financial Planning Magazine, discussing how AI may be... read more
The Oasis Group Featured in InvestmentNews: New report spotlights ‘operational paradox’ for mid-sized RIAs
This article from InvestmentNews highlights the latest white paper from The Oasis... read more
John O’Connell Featured in Wealth Solutions Report on Client Liabilities Management for Advisors
CEO John O'Connell was featured in this article from Wealth Solutions Report... read more
John O’Connell Featured in Financial Planning Magazine: Why diversification matters when it comes to marketing
John O'Connell shares valuable insights in this article from Financial Planning Magazine,... read more
John O’Connell Featured in Financial Planning Magazine on Tech-Stack Diets for Advisory Firms
CEO John O'Connell was featured in this article from Financial Planning Magazine,... read more
John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
In this article from The Daily Upside, John O’Connell highlights the inefficiencies... read more
John O’Connell Published in Advisor Perspectives by VettaFi: The AI Revolution Is Here: Many Wealth Management Firms Are Missing Out
In John O'Connell's latest bylined article published in Advisor Perspectives by VettaFi,... read more
John O’Connell Featured in Financial Planning Magazine: Why and how wealth firms should own their data
John O'Connell was featured in Financial Planning Magazine in an article about... read more
Industry Publications Cover the Launch of The Oasis Group’s Vantage Point Peaks Research Series
Multiple publications in the wealth management industry covered the launch of The... read more
John O’Connell Quoted in InvestmentNews: AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform
John O'Connell weighs in on the new in-house chatbot from Carson Group... read more