Article, News
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...
Article, News
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,...
Article, News
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...
Article, News
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...
Article, News
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...
Article, News
John O’Connell Featured in The Daily Upside: AI Assistants Are Taking Over Wall Street
The Oasis Group CEO John O’Connell was quoted in this FA Upside...
White Paper
Adapting to Technological Change: A CTO’s Perspective – CTO Think Tank White Paper on WealthManagement.com
Access an insightful white paper for wealth management firms, CTOs, and technology...
Article, News
John O’Connell Quoted in RIABiz on AI and the Growth of Canoe Intelligence
John O'Connell was quoted in this article from RIABiz, discussing artificial intelligence...
Article, News
John O’Connell Quoted in Family Wealth Report on Envestnet Possibly Restructuring After Bain Purchase
The Oasis Group CEO John O’Connell was quoted in this article in...