CRM strategy, fee structures, sales pipeline, segmentation, operations, growth
Wealth management firms are grappling with an increasing demand for transparency, personalization, and efficiency. To navigate these demands, they rely on a robust set of technology solutions, more commonly referred to as their technology stack.
This article in ThinkAdvisor recaps a white paper on liability management, authored by John O'Connell and Joel Bruckenstein and published by Sora Finance.
John O’Connell, CEO and Founder of The Oasis Group recently offered insights to Wealth Solutions Report exploring the implications of the recent complaint filed by the ransomware group ALPHV (aka “BlackCat”) and how it could impact businesses.
Industry thought leaders at T3 and Oasis Group partner with Sora Finance, paving the way for financial advisors as they navigate today's complex liability landscape for HNW and UHNW clients SAN FRANCISCO, Dec. 6, 2023 -- Sora Finance, an easy-to-use decision-support software that helps wealth managers and financial advisors visualize, analyze, and act...
CEO John O'Connell was featured in this article from Wealth Solutions Report that covers a white paper he co-authored with Sora Finance and Joel Bruckenstein of T3 Technology Tools for Today, titled "Unlocking Growth Opportunities: The Case for Liability Management in High Net Worth and Ultra High Net Worth Client Portfolios".
Wealth management firms are grappling with an increasing demand for transparency, personalization, and efficiency. To navigate these demands, they rely on a robust set of technology solutions, more commonly referred to as their technology stack.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he provides a brief guide to various AI technologies available, their applications in wealth management, and how wealth management firms can define AI projects to achieve specific business outcomes.
Why do so many RIAs have compliance data stored in different places? From HR to planning software to client documents on shared drives, disparate data can be perilous from both a cybersecurity and a compliance standpoint. As cyber threats evolve along with regulations regarding cybersecurity policies, RIAs need to take action to maintain compliance and better...
The MOVEit breach effects the clients of every wealth manager in America. This article not hyperbole or written to scare the reader. This article will cover: Defining the breach in executive terms, the meaning of the breach to your clients and your firm, the steps you can recommend for your clients today, and the steps...
Your firm is executing well – but you can get even smarter. Use these tips and your company will be saying, “Our ops team is so on top of it!” You’ll learn ways to simplify your daily operations that will make your clients (and your colleagues) much happier. Watch the replay now to get steps...
