CRM strategy, fee structures, sales pipeline, segmentation, operations, growth
This white paper, covering CRM selection in the wealth management industry and sponsored by Practifi, introduces a three-phase implementation framework: Foundation, Automation, Integration; and identifies three mission-critical workflows where CRMs create measurable business value.
Industry leaders John O'Connell of The Oasis Group and Larry Shumbres of Archive Intel provide valuable insights in this webinar replay, discussing how AI is fundamentally reshaping compliance operations in wealth management.
Discover how prediction markets are becoming a durable feature of the financial landscape and how they align with how younger investors think, trade, and absorb information in this article authored by John O'Connell for Advisor Perspectives by VettaFi.
CRMs and email marketing platforms exist in parallel universes that don't communicate with each other. The firms that grow consistently aren't those with perfectly integrated technology stacks. They're the ones who understand their systems' limitations and build processes ensuring critical information doesn't get lost in the gaps.
John O'Connell shares valuable insights in this article from Financial Planning Magazine, discussing how advisors and other financial services professionals who rely heavily on social media to reach clients and prospects are increasingly confronting a trade-off: Stay active on channels they no longer trust, or walk away from a built-in audience.
In this webinar replay, John O’Connell, alongside Dan Cavanaugh and Erika Maynard of Aidentified, have a practical discussion on how data intelligence is transforming the advisor-client relationship. You’ll leave with actionable frameworks for turning data into stronger relationships and better client outcomes.
In this article from Wealth Solutions Report, John O'Connell and other wealthtech experts share their expectations on AI in the wealth management industry in 2026. John shares how he thinks that the wealth management industry stands at an inflection point.
In this article by Marie Swift published in Wealth Solutions Report, she discusses brand voice standards in the age of AI and reflects on insights gleaned during a recent conversation with John O’Connell, discussing how The Oasis Group approaches brand voice using modern tools including Claude Enterprise.
In this video interview with industry reporter Chris Latham, John O'Connell discusses the major wealthtech and AI trends of 2025 in the wealth management industry, as well as trends to watch out for in 2026 and 2027.
Financial advisors in The Oasis Group community have an exclusive opportunity to experience the T3 Technology Conference 2026 - the largest and most respected wealthtech event in the US - with special savings. BOGO offer and $200 off promo code within!
