Podcast
Synergize Podcast from TradePMR: Leveraging Data to Build Emotional Connections That Help Drive Growth with John O’Connell
In this episode of Trade PMR's Synergize podcast John O'Connell discusses the...
Article, News
John O’Connell Published in FinTecBuzz: How Artificial Intelligence Will Revolutionize the Wealth Management Industry
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz,...
Article, News
John O’Connell Featured in the Salesforce AI Playbook: Redefining Wealth Management for the Future
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management...
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John O’Connell Featured in Financial Planning Magazine on Easy AI Tools for Advisors
In this article from Financial Planning Magazine, CEO John O'Connell shares...
Article, News
The Oasis Group’s AI WealthTech Map Highlighted in Wealth Solutions Report
The Oasis Group's AI WealthTech Map was featured in the August 2024...
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John O’Connell Featured in The Daily Upside: AI Assistants Are Taking Over Wall Street
The Oasis Group CEO John O’Connell was quoted in this FA Upside...
White Paper
Adapting to Technological Change: A CTO’s Perspective – CTO Think Tank White Paper on WealthManagement.com
Access an insightful white paper for wealth management firms, CTOs, and technology...
Article, News
John O’Connell Featured in Financial Planning Magazine on Top AI Tools
The Oasis Group CEO John O'Connell was featured in this article in...
Article, News
John O’Connell Featured in Family Wealth Report on Hottest AI Use Case For Advisors
The Oasis Group CEO John O'Connell was featured in this article from...