General AI adoption, strategy, and use in wealth management
John O'Connell wrote this bylined article for Advisor Perspectives by VettaFi, where he discusses the application of AI, specifically Claude, to generate a Monte Carlo retirement simulation. He details how he used Claude to create a retirement simulation for a hypothetical couple.
The wealth management industry is early in the beginning of its technological transformation driven by artificial intelligence (AI). AI notetakers were the technology advancement of 2024 and AI chatbots are the advancement of 2025. Find out more in this latest Peaks Perspective.
John O'Connell was quoted in this Financial Planning article about why some financial advisors are pushing back against AI adoption in the wealth management industry, noting that being uncomfortable with change does not insulate businesses from the effects of change.
John O'Connell weighs in on the new in-house chatbot from Carson Group and discusses how 2025 will be the year of chatbots, sharing how this bold move will affect Carson's advisors and the industry as a whole.
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where he details six different types of hallucinations within AI note taking apps. He also covers how to spot AI hallucinations, how to confirm that AI is hallucinating, and how to safeguard your firm from hallucinations.
Wealth management firms handle significant amounts of personally identifiable information, and the selection of an AI solution requires careful consideration. This comprehensive analysis compares two leading AI platforms, Microsoft Copilot and ChatGPT, across subscription options, costs, security features, and considerations specific to financial services firms.
The Oasis Group's latest research report on AI Note Takers was featured in Wealth Solutions Report. The study evaluated how six programs – FinMate, GReminders, Jump, Mili, Zeplyn and Zocks – covered a simulated conversation between an advisor and a married couple.
Watch The Oasis Group's webinar with AdvisorEngine: 'AI Note Taking 101: The Advisor’s Guide'. John O'Connell, Suleman Din, and Raj Madan will help financial advisors understand how AI note-takers perform in real settings.
In this insightful webinar replay featuring John O'Connell and Henry Zelikovsky of Softlab360, discover how forward-thinking wealth management firms are preparing for machine learning today.
This article from Citywire dives into The Oasis Group's Peaks Research for AI Note Takers, sponsored by AdvisorEngine, and features exclusive insights on the study from The Oasis Group's John O'Connell and AdvisorEngine's Rich Cancro.
