News, Video
John O’Connell Interviewed by WealthManagement.com at the 2025 Advyzon Conference: 2025 WealthTech Trends: AI, Cybersecurity, and the Future of Advisor Tech
John O’Connell discusses key trends shaping the industry with WealthManagement.com at the...
Article, News
John O’Connell Quoted in The Daily Upside: Why Advisors Are Ditching Their CRMs
In this article from The Daily Upside, John O’Connell highlights the inefficiencies...
News, Video
John O’Connell Interviewed on the T3 Social Cam at the 2025 T3 Conference
John O’Connell stopped by the T3 Social Cam to share how he...
Awards, News
The Oasis Group Earns Highest Client Satisfaction Rating for Data Warehouse Services in 2025 T3 / Inside Information Software Survey
The Oasis Group earned the highest client satisfaction rating in the Data...
Article, News
John O’Connell Featured in Barron’s: Here’s How Financial Advisors Are Using AI in Their Businesses Right Now
John O'Connell was featured in this article from Barron's Advisor covering how...
Article, News
John O’Connell Featured in The Fintech Times: What Are the Potential Drawbacks of Automating Back-Office Operations?
In this article from The Fintech Times examining how AI can...
Awards, News
The Oasis Group Named Top WealthTech Consultancy in WealthTech Americas Awards 2025
For the second year in a row, The Oasis Group has been...
Webinar
Webinar with Kwanti: How Financial Advisors Can Combat Concentration Risk in the Markets, with John O’Connell and Patric Glassell
In this webinar replay, John O’Connell, CEO of The Oasis Group, and...
News, Video
John O’Connell Interviewed on the Swift Cam at the 2025 Advyzon Conference
In this Swift Cam video interview from the 2025 Advyzon Conference, John...