Peaks Perspective
AI Chatbots: Transforming Wealth Management Through Innovation
The wealth management industry is early in the beginning of its technological...
Article, News
John O’Connell Featured in Financial Planning Magazine: Some Advisors Rage Against the Machine Learning
John O'Connell was quoted in this Financial Planning article about why some...
Article, News
John O’Connell Quoted in InvestmentNews: AI wrap: Carson deploys in-house chatbot, Tifin launches AI agent platform
John O'Connell weighs in on the new in-house chatbot from Carson Group...
Article, News
John O’Connell Published in ThinkAdvisor: When AI Is Taking Notes, Beware of These 6 Types of Hallucinations
John O’Connell wrote this bylined article that was published in ThinkAdvisor, where...
White Paper
UNLOCKING GROWTH OPPORTUNITIES: A Security-Centric Comparison of Microsoft Copilot and ChatGPT
Wealth management firms handle significant amounts of personally identifiable information, and the...
Article, News
John O’Connell Featured in Wealth Solutions Report: AI Note Takers Help Wealth Managers: Oasis Group Study
The Oasis Group's latest research report on AI Note Takers was featured...
Webinar
Webinar with AdvisorEngine: AI Note Taking 101: The Advisor’s Guide
Watch The Oasis Group's webinar with AdvisorEngine: 'AI Note Taking 101: The...
Webinar
Webinar with Softlab360: Leveraging Machine Learning for Client Insights and Competitive Advantage, with John O’Connell & Henry Zelikovsky
In this insightful webinar replay featuring John O'Connell and Henry Zelikovsky of...
Article, News
John O’Connell Featured in Citywire: Where is the AI notetaker boom headed?
This article from Citywire dives into The Oasis Group's Peaks Research for...