The Oasis Group Named a Finalist in Two Categories in the ThinkAdvisor 2024 Luminaries Awards
The Oasis Group was named a ThinkAdvisor 2024 Luminaries Awards Finalist in two categories: Industry Disruption and Thought Leadership / Education.
John O’Connell Featured in Financial Planning Magazine: Don’t adopt advisor AI because of FOMO
John O'Connell participated in a roundtable with other wealthtech leaders at the Financial Planning offices in New York City, discussing how advisors should be cautious and tread carefully before adopting advisor AI applications.
John O’Connell Featured in Financial Planning Magazine on Teaching AI What Not to Say
In this article from Financial Planning Magazine, CEO John O’Connell discusses how firms like Morningstar teach AI what not to say, noting that training the AI what to say is just as important as telling it what not to say.
Peaks Research for Custodian Platforms
The Oasis Group's Peaks Research series provides in-depth reports and competitive analysis on a range of wealthtech service providers. The first study of our research series focuses on the custodian market for wealth management firms.
John O’Connell Published in FinTecBuzz: How Artificial Intelligence Will Revolutionize the Wealth Management Industry
CEO John O’Connell wrote this bylined article that was published in FinTecBuzz, where he discusses how artificial intelligence is revolutionizing the wealth management industry.
John O’Connell Featured in the Salesforce AI Playbook: Redefining Wealth Management for the Future
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.
John O’Connell Featured in Financial Planning Magazine on Tech-Stack Diets for Advisory Firms
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 Featured in Wealth Solutions Report on Cybersecurity Risks Continuing to Grow
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.
John O’Connell Featured in Financial Planning Magazine on Easy AI Tools for Advisors
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’s AI WealthTech Map Highlighted in Wealth Solutions Report
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.