CRM strategy, fee structures, sales pipeline, segmentation, operations, growth
John O'Connell was featured in Salesforce's AI Playbook, discussing the wealth management industry's embrace of AI and how it offers unprecedented opportunities for efficiency, firm growth plans, and client service.
CEO John O'Connell was featured in this article from Financial Planning Magazine, shedding light on the abundant tech budget waste among advisory firms and how many firms may need to go on a tech-stack diet.
John O'Connell was featured in this article by Wealth Solutions Report where he analyzes the increased cybersecurity risks in the wealth management industry, covering advisor preparedness, risk areas and advancements, regulatory influences, the role of wealthtech providers, and more.
In this article from Financial Planning Magazine, CEO John O'Connell shares that while integrating common AI applications like scheduling and note-taking are worthwhile initiatives, additional value lies in CoPilot applications.
The Oasis Group CEO John O’Connell was quoted in this article from Barron's Advisor discussing billing and fee structures for financial advisors, including why AUM fees continue to predominate.
The Oasis Group's AI WealthTech Map was featured in the August 2024 Wealthtech Roundup by Wealth Solutions Report, highlighting this important resource for wealth management firms.
The Oasis Group CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he discusses how AI assistants and other AI applications will fundamentally reshape the wealth management industry.
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.
The Oasis Group CEO John O’Connell was featured in an article in Financial Planning Magazine on how financial advisors can use social media compliantly to reach younger generations and take advantage of the great wealth transfer.
The Oasis Group CEO John O’Connell was quoted in this article in Family Wealth Report discussing Bain Capital’s acquisition of Envestnet.
