John O'Connell is speaking at the 2026 FIRMA National Risk Management Training Conference, taking place May 12-15, 2026 in Litchfield Park, Arizona, on how AI is being applied in wealth management to enhance decision-making, operational efficiency, and client engagement.
This white paper, covering CRM selection in the wealth management industry and sponsored by Practifi, introduces a three-phase implementation framework: Foundation, Automation, Integration; and identifies three mission-critical workflows where CRMs create measurable business value.
Industry leaders John O'Connell of The Oasis Group and Larry Shumbres of Archive Intel provide valuable insights in this webinar replay, discussing how AI is fundamentally reshaping compliance operations in wealth management.
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika Maynard of Aidentified, have a practical discussion on how data intelligence is transforming the advisor-client relationship. You’ll leave with actionable frameworks for turning data into stronger relationships and better client outcomes.
In this article from Wealth Solutions Report, John O'Connell and other wealthtech experts share their expectations on AI in the wealth management industry in 2026. John shares how he thinks that the wealth management industry stands at an inflection point.
John O'Connell authored this article for Advisor Perspectives by VettaFi, covering how smaller firms can achieve meaningful, defensible data lineage using tools they already own — if they understand what lineage actually means in practice.
In this Swift Chat video interview and podcast, John O’Connell joins Marie Swift to dig into predictions for 2026 when it comes to AI and technology for wealth managers, investment advisors, and financial planners. They cover AI Meeting aids, Agentic AI, Brand Voice Guidelines and custom GPTs, prompt engineering, and more.
In this article published in Family Wealth Report, John O'Connell provides insights on AI in wealth management in 2026. John also shares details on his presentation and live demonstration for AI University at the upcoming 2026 T3 Technology Conference.
While your compliance team debates whether to allow the latest LLMs, most of your advisors are already using it on their personal phones. They are entering client data, portfolio ideas, and internal research into systems your firm has never reviewed. How will you take control of it before regulators and cybercriminals do?
In this article by Marie Swift published in Wealth Solutions Report, she discusses brand voice standards in the age of AI and reflects on insights gleaned during a recent conversation with John O’Connell, discussing how The Oasis Group approaches brand voice using modern tools including Claude Enterprise.
