The Oasis Group
Services and Solutions
Innovative solutions for the most complex growth, sales, and technology challenges
Wealth Management Firm Services
![](https://theoasisgrp.com/wp-content/uploads/2024/03/CyberSecurity.webp)
Cybersecurity Assessment and Implementation
Our cybersecurity assessment provides firms with an independent and third-party review of your cybersecurity program using leading best practices to assess your risk.
![](https://theoasisgrp.com/wp-content/uploads/2024/03/ArtificialIntelligence1.webp)
Advisory Technology Assessment and Implementation
We review processes from lead to annual meeting, overlay existing technologies, identify areas for improvement, and recommend solutions to remove barriers for your business growth.
![](https://theoasisgrp.com/wp-content/uploads/2024/03/ArtificialIntelligence.webp)
Artificial
Intelligence
Roadmap
Intelligence
Roadmap
Our AI Roadmap reviews your existing data to determine your readiness for an AI project.
![](https://theoasisgrp.com/wp-content/uploads/2024/03/DataManagement.webp)
Data Management Assessment and Implementation
We’ll review your current technology providers and data and provide a roadmap with best practices to extract, transform, and load your data.
Wealth Technology Consulting Services
![](https://theoasisgrp.com/wp-content/uploads/2023/04/oasis_Strategy_icon.png)
Product and Services Strategy
• Evaluating your product
• Gathering expert feedback on your product
• Determining product market fit
• Differentiating your product and services
• Assessing software useability
• Product roadmap prioritization
• Gathering expert feedback on your product
• Determining product market fit
• Differentiating your product and services
• Assessing software useability
• Product roadmap prioritization
![](https://theoasisgrp.com/wp-content/uploads/2023/04/oasis_MarketPenetration_icon.png)
Market Penetration Approach
• Calculate your addressable market
• Market segmentation approach
• Competitive analysis
• Competitive Battle Card development
• Demand generation tactics
• Market segmentation approach
• Competitive analysis
• Competitive Battle Card development
• Demand generation tactics
![](https://theoasisgrp.com/wp-content/uploads/2023/04/oasis_SalesApproach_icon.png)
Sales Approach
• Identifying your value proposition
• Determining your direct sales strategy
• Developing product pricing and discounting
• Establishing distribution channels
• Qualifying questions
• Objection handling
• Proven sales processes and strategy
• Determining your direct sales strategy
• Developing product pricing and discounting
• Establishing distribution channels
• Qualifying questions
• Objection handling
• Proven sales processes and strategy
Wealth Technology Services
![](https://theoasisgrp.com/wp-content/uploads/2023/04/oasis_Strategy_icon.png)
Product and Services Strategy
- Evaluating your product
- Gathering expert feedback on your product
- Determining product market fit
- Differentiating your product and services
- Assessing software useability
- Product roadmap prioritization
![](https://theoasisgrp.com/wp-content/uploads/2023/04/oasis_MarketPenetration_icon.png)
Market Penetration Approach
- Calculate your addressable market
- Market segmentation approach
- Competitive analysis
- Competitive Battle Card development
- Demand generation tactics
![](https://theoasisgrp.com/wp-content/uploads/2023/04/oasis_SalesApproach_icon.png)
Sales Approach
- Identifying your value proposition
- Determining your direct sales strategy
- Developing product pricing and discounting
- Establishing distribution channels
- Qualifying questions
- Objection handling
- Proven sales processes and strategy