The Oasis Group's latest research report on AI Note Takers was featured in Wealth Solutions Report. The study evaluated how six programs – FinMate, GReminders, Jump, Mili, Zeplyn and Zocks – covered a simulated conversation between an advisor and a married couple.
Watch The Oasis Group's webinar with AdvisorEngine: 'AI Note Taking 101: The Advisor’s Guide'. John O'Connell, Suleman Din, and Raj Madan will help financial advisors understand how AI note-takers perform in real settings.
In this insightful webinar replay featuring John O'Connell and Henry Zelikovsky of Softlab360, discover how forward-thinking wealth management firms are preparing for machine learning today.
This article from Citywire dives into The Oasis Group's Peaks Research for AI Note Takers, sponsored by AdvisorEngine, and features exclusive insights on the study from The Oasis Group's John O'Connell and AdvisorEngine's Rich Cancro.
Read more about The Oasis Group's Peaks Research for AI Note Takers, sponsored by AdvisorEngine and available now for free download, in the news release published in Yahoo! Finance.
The second study of our Peaks Research series evaluates the role of AI Note Takers in the wealth management sector – specifically analyzing their impact on RIAs and BDs – and provides an in-depth analysis on six leading AI Note Takers.
In this article from Action! Magazine by AdvisorEngine, highlighting The Oasis Group's Peaks Research for AI Note Takers, John O'Connell shares additional insights on the research study and its significance for the wealth management industry.
John O’Connell was interviewed on the RIA Channel at the Schwab IMPACT Conference last fall, sharing how his team evaluates the AI applications available from wealthtech firms and discussing The Oasis Group's regularly updated AI WealthTech Map.
John O'Connell was interviewed by Chuck Failla on the goRIA Podcast Fueled by InvestmentNews at Envestnet's 2025 Elevate Conference in Las Vegas, discussing whether RIAs should use AI for notetaking.
John O'Connell authored this article for Wealth Solutions Report, covering Robinhood's strategic expansion into the wealth management space with the launch of Robinhood Strategies and acquisition of TradePMR - which signals a direct challenge to the traditional RIA model.
