General AI adoption, strategy, and use in wealth management
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.
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.
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.
In this video interview with industry reporter Chris Latham, John O'Connell discusses the major wealthtech and AI trends of 2025 in the wealth management industry, as well as trends to watch out for in 2026 and 2027.
Financial advisors in The Oasis Group community have an exclusive opportunity to experience the T3 Technology Conference 2026 - the largest and most respected wealthtech event in the US - with special savings. BOGO offer and $200 off promo code within!
In this webinar with WealthManagement.com, we unpacked key findings from the recent CTO Think Tank at RIA Edge LA 2025, where top technology executives explored how to operationalize AI responsibly across architecture, governance, and culture. The discussion revealed how CTOs are transforming innovation into a repeatable, compliant discipline that drives efficiency, and transparency.
