What is Business Process Management (BPM)? Find out why wealth management firms need to embrace it now. Discover all you need to know in this latest installment of the Peaks Perspective series.
Watch this webinar replay with John O’Connell of The Oasis Group and Parker Ence of Jump, sharing how forward-thinking advisors can move beyond simple transcription and AI notes to unlock game-changing insights from client conversations.
Join John O’Connell, Joel Bruckenstein of T3 Technology Tools for Today, Ted Toso of Vi4 Wealth, and Janet Galloway of B&B Strategic Management for this webinar on October 1st at 1pm ET exploring practical strategies for simplifying performance reporting without losing critical detail.
John O’Connell was interviewed by RIA Channel at the 2025 Advyzon Conference, discussing the rapid adoption of AI in the wealth management industry, where he observes an explosion of innovation - particularly in AI copilots, assistants, and document management tools.
Join John O’Connell of The Oasis Group, Amar Ahluwalia of OneVest, and Don McHenry of ByAllAccounts, part of Morningstar Wealth, for this insightful webinar - taking place Thursday, September 25th at 12pm ET - as they examine how 2024's bold predictions about data consolidation have become today's reality – and what it means for your...
In this fast-paced, high-impact keynote, which will be presented at the Financial Planning ADVISE AI 2025 Conference, John O’Connell will demonstrate how wealth managers can harness the power of today’s top generative AI tools to supercharge their practice.
John O'Connell was quoted in this article from RIABiz discussing how various wealth platforms are performing in their scramble to win the business of Morningstar Office users, in light of Morningstar's announcement that it will sunset Office in 2026 and steer clients toward Black Diamond.
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 85 leading technology firms.
What's happening with AI in wealth management isn't just another tech upgrade; it's a fundamental reshaping of how successful advisory firms operate. Learn how successful firms are leveraging AI in this Peaks Perspective article that covers what John O'Connell is seeing in his work in the field.
This white paper from The Oasis Group examines the current state of AI adoption in the wealth management industry, addresses the legitimate concerns advisors have about job displacement, and provides a roadmap for firms looking to harness AI's power while maintaining the human touch that clients value most.
