The Oasis Group
Services and Solutions
Innovative solutions for the most complex growth, sales, and technology challenges
A unique perspective of technologists and sales professionals with decades of experience for your firm to leverage.
Financial Services firms who need new and innovative ways to break through growth plateaus will find them in our services. Want to leapfrog your competition? We can help.
FinTech/WealthTech/AdvisorTech firms interested in understanding the financial services market and positioning their solutions to a fragmented client base turn to The Oasis Group. Our technology space is crowded with over 400 technology solutions.
Position your firm to be different and win with our guidance.
Our consulting and advisory services cover your full life cycle including:
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
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
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
Client Lifecycle
• Lead to prospect process
• Prospect to proposal
• Proposal to won opportunity
• Won opportunity to client onboarding
• Client onboarding to client service
• Ongoing client service
• Prospect to proposal
• Proposal to won opportunity
• Won opportunity to client onboarding
• Client onboarding to client service
• Ongoing client service
Transformation Program Execution
• Technology evaluation and selection
• Technology implementations
• Understanding the possibilities of your data
• Leveraging data for growth
• Cybersecurity planning and implementation
• Technology implementations
• Understanding the possibilities of your data
• Leveraging data for growth
• Cybersecurity planning and implementation
Our consulting and advisory services cover your full life cycle including:
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
Market Penetration Approach
- Calculate your addressable market
- Market segmentation approach
- Competitive analysis
- Competitive Battle Card development
- Demand generation tactics
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
Client lifecycle with a focus on the key transitions, including:
- Lead to prospect process
- Prospect to proposal
- Proposal to won opportunity
- Won opportunity to client onboarding
- Client onboarding to client service
- Ongoing client service
Transformation Program Execution
- Technology evaluation and selection
- Technology implementations
- Understanding the possibilities of your data
- Leveraging data for growth
- Cybersecurity planning and implementation