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 Family Wealth Report covering the hottest AI use cases for advisors.
Compliance Electronic Archiving for a Wealth Management Firm
Our customer received a notice from their current email, social media, Microsoft Teams, and website archiving vendor that the vendor required additional Microsoft licensing. Additional licensing would increase costs by 30%.