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  • Next Best Action Technologies Make One-To-One Engagement Possible
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Next Best Action Technologies Make One-To-One Engagement Possible

John O'Connell2023-05-01T16:30:28+00:00

Attention spans are short. Our lives take place online more than ever before. The COVID-19 pandemic shifted many of our daily activities from physical offices to the digital universe in jarring fashion. Many businesses saw this shift as a greater opportunity to connect with their clients.

February 22, 2023By John O'ConnellWhite PaperArtificial Intelligence, WealthTech0 CommentsRead more...

Breakaway RIA Technology Selection and Implementation

John O'Connell2023-05-01T16:30:08+00:00

Our customer left their broker dealer and made a strategic decision to take more control of their clients and client information. The firm needed a new set of technology solutions to achieve this vision.

February 15, 2023By John O'ConnellCase StudyCTO Field Guide, Practice Management, WealthTech0 CommentsRead more...

Analysis Data Warehouse for Investment Management Firm

John O'Connell2023-05-01T16:29:39+00:00

Our client trusts quantitative analysis to develop investment products and strategies for the discerning institutional investor, affluent individual, and affluent family. Their investment selection model is purely quantitative and honed over four decades of experience.

February 1, 2023By John O'ConnellCase StudyData Management, Practice Management, WealthTech0 CommentsRead more...

TradePMR Annual Conference: SYNERGY22

John O'Connell2023-05-01T16:25:52+00:00

Rob Dilbone, managing director, TradePMR and John O’Connell, founder, The Oasis Group as the duo discuss how advisors can leverage their firm’s data to improve client engagement and firm valuation in a down market.

May 24, 2022By John O'ConnellSpeakingData Management, Practice Management, WealthTech0 CommentsRead more...

T3 2022: The Importance of Owning Your Data

John O'Connell2023-05-01T16:25:31+00:00

As a member of the wealth management industry, you may be thinking about whether it is better to own your data, and if so, what are the potential risks associated. John O'Connell's discussion at the 2022 T3 conference tackled this important topic.

May 2, 2022By John O'ConnellSpeakingData Management, Practice Management, WealthTech0 CommentsRead more...

Buy Versus Build in Advisor Software

John O'Connell2023-05-01T16:23:32+00:00

Doug Heikkinen has John on his podcast to discuss: Things to be aware of when deciding whether to buy or build software. What advisors should keep in mind about cybersecurity. When you should consider building proprietary software. Recorded at the MarketCounsel Summit 2021 Advisorpedia

January 12, 2022By John O'ConnellSpeakingCTO Field Guide, Practice Management, WealthTech0 CommentsRead more...

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Latest Posts

TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
May 23, 2023
Why You Should Not Use Your Company Email for Personal Purposes
May 19, 2023
The Intention.ly & Friends Book Club With John O’Connell: Rise of The Activist Investor
May 9, 2023
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