CRM-specific gaps: sales stages, segmentation, email marketing integration
Wealth management firms are grappling with an increasing demand for transparency, personalization, and efficiency. To navigate these demands, they rely on a robust set of technology solutions, more commonly referred to as their technology stack.
The Oasis Group CEO John O’Connell wrote this bylined article that was published in Advisor Perspectives by VettaFi, where he provides a brief guide to various AI technologies available, their applications in wealth management, and how wealth management firms can define AI projects to achieve specific business outcomes.
Tune in to the final episode of this season’s On the Circuit, John O’Connell of The Oasis Group sits down with Three Crowns Marketing to discuss values-based investing, the Great Wealth Transfer, cybersecurity education and the future of AI in fintech.
In this episode of The WealthStack Podcast by WealthManagement.com, Shannon Rosic speaks with John O’Connell on the future of investing, why advisors need to stay on top of AI trends, and more.
The financial advisor event anticipates a record number of attendees with a robust slate of speakers, sponsors, and sessions over three days.
We're so excited to be the strategic partner for an exclusive CTO Think Tank on May 21st at the 2023 WealthStack conference. We're bringing together top CTOs and technology decision makers from across the industry (RIAs, IBDs, and more) to share their insights and around the biggest challenges and opportunities in wealth management. Don't miss...
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.
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.
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.
RIA client data comes in many forms – while some data may be readily accessible to your business, other data may be harder to get your hands on.
