Access an insightful white paper for wealth management firms, CTOs, and technology leaders, housing insights from the CTO Think Tank hosted by The Oasis Group and WealthManagement.com at the 2024 Wealth Management EDGE Conference.
Access The Oasis Group's AI WealthTech Map, a resource that financial advisors and wealth management firms can use to find leading artificial intelligence solutions and AI-focused firms serving the wealth management industry. The map follows the sales cycle of a wealth manager, identifying and categorizing 55 leading technology firms.
The Oasis Group CEO John O'Connell was featured in this article in Financial Planning Magazine covering top AI tools for the wealth management industry picked by wealth leaders, where he highlights AI-powered writing assistant Jasper.ai.
The Oasis Group CEO John O'Connell was featured in this article from Family Wealth Report covering the hottest AI use cases for advisors.
Wealth management technology leaders do not always have deep technical backgrounds, nor do they always have a Chief Technology Officer title. Nevertheless, they are accountable for developing the technology roadmap for their firms. They select technologies, implement, integrate, and interface with their firm’s service providers. They are accountable to make their advisor and client facing...
Tune in to the final episode of this season’s On the Circuit, John O’Connell of The Oasis Group sits down with Three Crowns Marketing to discuss values-based investing, the Great Wealth Transfer, cybersecurity education and the future of AI in fintech.
