CRM-specific gaps: sales stages, segmentation, email marketing integration
This article from InvestmentNews highlights the latest white paper from The Oasis Group - Scale to Win: Examining the RIA Growth Model - which focuses on principals and leadership teams at mid-sized firms, which face the tightest tension between growth and operational capacity.
This white paper from The Oasis Group, sponsored by AdvisorEngine, examines the RIA growth model and outlines the benefits of putting technology to work on those behind-the-curtain tasks that can be easily outsourced and automated. Discover a framework for making the decision honestly, including what delay actually costs.
John O'Connell was quoted in this Advisor Perspectives by VettaFi article on how AI is being paraded as the best timesaving solution — promising to streamline workflows and free up capacity for advisors to focus on higher-value work — but in reality, AI is intensifying work, not reducing it.
John O'Connell was interviewed for the 2026 T3 Hot & Happening Podcast, recorded live at the 2026 T3 Technology Conference, where he recapped his AI University session, discussed conference highlights, and shared insights into industry trends.
In this Peaks Perspective article, Nathaniel Hettrick of The Oasis Group discusses how Agentic AI workforces are reshaping wealth management operations, sharing why The Oasis Group is adding a new category to our AI WealthTech Map and what it means for your firm.
John O'Connell authored this article for Kiplinger where he discusses how Google Finance and Google AI Tools can give your financial advisory firm an edge. The gap between firms that have built AI workflows and those still running on legacy tools is widening. Don't let your firm get left behind.
In today’s tech-driven world, artificial intelligence has become a key enabler of business success. But the question remains — how can businesses effectively harness AI to address their unique challenges while staying true to ethical principles? To explore this topic further, Authority Magazine interviewed John O’Connell.
John O'Connell was featured in this article from Wealth Solutions Report where he discusses AI washing and how it affects the wealthtech industry. John states that many products look like AI and are packaged as AI, but depend more on effective marketing rather than actual value.
John O'Connell was quoted in this article from The Daily Upside where he weighs in on Wealth.com's funding round and estate planning tools in fintech, noting how it has become one of the fastest-growing tech categories in the financial planning industry.
John O’Connell shares why wealth management is entering a new phase of AI adoption, moving from experimentation to full-scale implementation, in this WMTV video interview with Wealth Management at the 2026 T3 Technology Tools for Today Conference.
