Learn more about the Oasis AI Readiness Index™ in this news release from The Oasis Group - the industry’s first maturity benchmark built exclusively for fiduciary wealth management firms, trust firms, and family offices.
The Oasis AI Readiness Index™ is the industry’s first maturity benchmark built exclusively for fiduciary wealth management firms, trust firms, and family offices, utilizing a two-axis maturity model that measures both governance control and technology sophistication across 70 diagnostic questions.
John O'Connell wrote this article for Wealth Solutions Report discussing how Google Finance just made enterprise-level market research accessible without enterprise pricing. Google Finance’s new AI upgrade marks a major shift in market research accessibility.
Access The Oasis Group's AI WealthTech Map, a resource that financial advisors and wealth management firms can use to find leading artificial intelligence solutions and AI-focused firms serving the wealth management industry. The map follows the lifecycle of a wealth management relationship and is organized into 7 categories, identifying and categorizing 101 leading technology firms.
Traditional research workflow involves multiple database queries, manual data aggregation, and spreadsheet compilation before answering complex investment questions. Google Finance's Deep Search changes this by allowing portfolio managers to ask multi-factor questions in plain English and receive structured answers synthesizing information from multiple sources.
John O’Connell was published in Advisorpedia discussing how wealth management firms now face a practical question that extends beyond understanding what Google Finance offers: How do you incorporate free AI research tools into existing workflows without degrading research quality or creating operational chaos?
John O'Connell authored this article in Advisor Perspectives by VettaFi where he discusses the dangers of unregulated use of shadow AI that could already be affecting your firm. The real question is not whether shadow AI exists inside your walls. It is whether you will take control of it before regulators and cybercriminals do.
John O'Connell of The Oasis Group and Conor Curtis of Practifi unpack and explain why enterprise data models and well-designed workflows are now the real competitive edge for modern advisory firms in this insightful webinar.
The Oasis Group recently released a new white paper on customer relationship management (CRM) selection in wealth management, sponsored by Practifi, a CRM provider for financial advisors - covered in this feature article published in Wealth Solutions Report.
In this insightful webinar, John O'Connell and Tim O'Connell delve into AI-enhanced phishing attacks, discussing how major financial institutions have recently fallen victim to sophisticated attacks. AI is making phishing attacks so convincing that even trained employees can't tell the difference between legitimate and malicious communications.
