Access an insightful white paper for wealth management firms, CTOs, and technology leaders, housing insights from the CTO Think Tank hosted by The Oasis Group and WealthManagement.com at the 2024 Wealth Management EDGE Conference.
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 55 leading technology firms.
The Oasis Group CEO John O’Connell was quoted in this article in Family Wealth Report discussing Bain Capital’s acquisition of Envestnet.
Register for this upcoming webinar hosted by WealthManagement.com and The Oasis Group, as John O’Connell and others discuss the findings from the CTO Think Tank held at the 2024 Wealth Management EDGE Conference.
The Oasis Group CEO John O’Connell was quoted in this FA Upside article from The Daily Upside, where he weighs in on the news about Envestnet being sold to Bain Capital.
The Oasis Group CEO John O'Connell was featured in this article in Financial Planning Magazine covering top AI tools for the wealth management industry picked by wealth leaders, where he highlights AI-powered writing assistant Jasper.ai.
The Oasis Group CEO John O’Connell was featured in an article in Financial Planning Magazine on relationships with tech vendors, discussing data sharing, cybersecurity, how to end a relationship, how to navigate contracts, and more.
In this Swift Cam video interview from the 2024 Wealth Management EDGE Conference, John O'Connell discusses the excellent content at the conference, including a cybersecurity panel he moderated, and also shares his thoughts on the hot topic of AI and how it will affect the wealth management industry going forward.
At the 2024 Wealth Management EDGE Conference in Hollywood, Florida, John O'Connell led a cybersecurity panel and also hosted a CTO Think Tank.
The Oasis Group CEO weighs in on AI in wealth management, including the peril and potential, how advisors are using it, how it influences vendor pricing, and more
