General AI adoption, strategy, and use in wealth management
John O' Connell was interviewed on The Investipal Podcast discussing the changing landscape of wealthtech, what to watch for in AI regulation, risk, and hallucinations, the winners and losers of the next wave of fintech, and more.
In this article from InvestmentNews about InvestCloud's new suite of artificial intelligence-enabled solutions for wealth managers and advisors, enhanced by Zocks and smartKYC, John O'Connell emphasizes the importance of an AI acceptable use policy.
In this informative webinar recording, John O’Connell of The Oasis Group and Jeff Coyle of Libretto discuss how and why the traditional approach to financial planning is inadequate and why advisors instead need to offer personalized solutions that address diverse generational needs – all within the framework of delivering lifecycle planning and investing.
In this bylined article written for Advisorpedia, John O'Connell discusses how Claude for Financial Services is redefining the wealth management landscape as a purpose-built AI collaborator, empowering advisors and firms to streamline research, enhance compliance, and deliver superior client outcomes.
John O'Connell was interviewed on the T3 Hot & Happening podcast - recorded live at the 2025 T3 Technology Tools for Today Conference - where he discusses the value of the T3 community and how AI is changing the landscape of the wealth management industry.
Watch this webinar replay co-hosted by The Oasis Group and WealthManagement.com. John O'Connell, Shannon Rosic of WealthManagement.com, Perry Rotella of Box, and Adam Palmer of Orion watch as they unpack key findings from the CTO Think Tank at the 2025 Wealth Management Edge Conference.
As more firms embrace AI tools, the key to success lies in how effectively these tools are implemented. By following a structured prompting workflow, wealth managers can maximize the potential of AI and reduce operational inefficiencies. Discover insights in this step-by-step guide to building a successful prompting workflow.
Access an insightful white paper for wealth management firms, CTOs, and technology leaders, housing insights from the CTO Think Tank hosted by The Oasis Group and WealthManagement.com at the 2025 Wealth Management EDGE Conference.
John O'Connell penned this article for Barron's Advisor on 'Why Wealth Management Firms Need an AI Acceptable Use Policy', covering what an AI acceptable use policy is and what it should entail, defining prohibited activities, discussing responsible innovation, and more.
In this video interview with industry reporter, Chris Latham, John O'Connell discusses the various levels of AI adoption in the financial industry, how advisors can use AI for workflows within their practice, and more.
